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)
Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.
