Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
I provide comprehensive financial solutions for individuals, family offices and small institutions. These solutions include: asset allocation, estate planning, retirement planning, and liability management. It is my belief that accountability and understanding is at the core of every successful investment plan. My goal is to help you create a plan that incorporates these elements and enables you to meet your financial goals.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
June 15, 2023
Trend & cycle roadmap
April 18, 2023
Daily market view
May 20, 2022
About RBC
May 10, 2022
Social Security: At a glance
"History cautions that people experiencing long periods of relative stability are prone to excess." —Alan Greenspan (February 16, 2005)
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
