Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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I am a Montana based wealth management business that serves individuals across the country. Whether you are a business owner, have a successful corporate career, operate the family farm, have inherited significant wealth, or work closely with foundations and endowments, I have the experience and tools to help you achieve your objective. I am consistently guided by the certain knowledge that I can only be successful if my clients are successful.
All advisors provide investment products. Few, however, understand their client’s goals and objectives well enough to provide investment solutions.
RBC Wealth Management provides me with a wide selection of world-class services and non-proprietary products to draw from as I offer you investment solutions.
These services and products include:
Contact me today to set up a meeting.
May 20, 2022
Social Security fundamentals
November 27, 2023
April 20, 2023
Municipal market insight
Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.