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For the past 25 years, I provided investment counsel to individuals, families and corporations. My goal is to implement strategies tailored to the objectives of each client. Wealth management, estate planning services and stewardship are central to my practice.

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As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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Latest Insights

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What happened to the “summer doldrums?”

We assess the market’s prospects in light of the recent a-typical summer rally.

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