Senior Vice President - Financial Advisor
I help individuals and small businesses achieve their financial goals by creating and implementing comprehensive wealth management strategies. My particular focus is developing customized retirement income opportunities for my clients.
My goal is my clients' financial security and peace of mind, delivered with a high level of personalized service. My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to develop a personal plan that can help you reach your financial goals.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.
May 7, 2025
Trend & cycle roadmap
April 18, 2023
Daily market view
June 1, 2023
Global insight weekly
The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.
