Strategy. Execution. Success.

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a specific plan and high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term financial goals.

Investment philosophy

The appropriate asset allocation given each client’s individual needs is the primary investment philosophy I employ. Because markets move so quickly in today’s fast-paced environment, I believe an allocation approach with tactical changes is the best way to invest among equities and fixed income. I also recommend that clients review their risk tolerance to ensure they maintain a cash allocation as appropriate for their situation.

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

happy grandfather and granddaughter

Life reimagined: The biotech revolution and longevity

Aug 27, 2025

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

Read more

Bulletin Board