Dedicated to helping achieve your financial goals


Welcome

I help individuals and small businesses achieve their financial goals by creating and implementing comprehensive wealth management strategies. My particular focus is developing customized retirement income opportunities for my clients.

My goal is my clients' financial security and peace of mind, delivered with a high level of personalized service. My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to develop a personal plan that can help you reach your financial goals.


Take 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, contact me.

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
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Latest Insights

Paris in the springtime

The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier and Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

Read more