Senior Vice President - Financial Advisor, Consulting Group
I help create financial security and peace of mind for high net worth individuals and institutions by developing and implementing comprehensive wealth management plans. I pride myself in providing my clients with a high level of service that meets and often exceeds their expectations.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
May 20, 2022
A strategy to stay focused
January 9, 2024
Municipal market insight
