Hope…is not an investment strategy


Dedicated to earning your trust

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.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

How to protect yourself in the event of a data breach

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.

Taking the next step

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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Latest Insights

Woman entering her credit card number into her laptop

Keep your holiday shopping merry by warding off fraudsters

Nov 21, 2025 | RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for cybercriminals.

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