Senior Vice President - Financial Advisor
To me, nothing is more important than honesty, integrity, and commitment. Every one of my clients knows that I will always provide my best counsel based on experience, but they also know that I will never push them into an investment that doesn’t feel right to them. At the end of the day, they are the ones who have to feel comfortable with where they are invested.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
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.
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Social Security: At a glance
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
