Senior Vice President - Branch Director - Senior Portfolio Manager
I help high-net-worth individuals and families achieve their financial goals by creating and implementing custom comprehensive wealth management plans.
Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.
Read more in Global Insight Monthly
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, please contact me.
With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.
January 9, 2024
Municipal market insight
May 7, 2025
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
