Senior Vice President - Financial Advisor, Senior Portfolio Director
I provide financial solutions to individuals, families, and business owners and their employees. I consult on a spectrum of wealth management issues ranging from investments, insurance, retirement planning, education funding, and business succession. This is accomplished through a comprehensive and consultative approach in uncovering my client’s long term objectives and creating a plan to fit those needs. My clients benefit from a high level of service, objective advice and a trusting long-term personal relationship.
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
Are you on the right path to retirement? Contact me for a consultation.
May 7, 2025
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
June 1, 2023
Global insight weekly
July 10, 2023
Investor's Edge
February 23, 2026
Market week
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.
