Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I am very proud to be recognized as one Forbes Best-In-State Wealth Advisors in 2022, 2023 and 2024 and an AdvisorHub Advisor to Watch in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
April 21, 2025
Market week