The best returns are more than financial


Value statement

I focus on helping clients to create a long-term plan to grow, protect and transfer their wealth by providing personal client service and the understanding of each client’s goals. I strive to simplify my client’s financial lives by developing customized solutions designed to generate the necessary income to sustain the lifestyle they deserve now and in retirement.


Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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Latest Insights

Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Sep 22, 2023 | Lindsay Strickland and Tylar Lunke

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

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