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.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
November 21, 2019
Daily Market View
October 6, 2017
October 30, 2017
Social Security: At a glance
"History cautions that people experiencing long periods of relative stability are prone to excess." —Alan Greenspan (February 16, 2005)