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, 2024 and 2025 and an AdvisorHub Advisor to Watch in 2023 and 2025. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
July 7, 2025
Market week