Senior Vice President - Financial Advisor, Senior Portfolio Director
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
Read more in Global Insight Monthly
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.
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Global Insight Weekly
A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.
