Navigating market volatility

During the current period of market pressure, I’m watching the markets closely and am committed to helping you navigate the cycles of volatility.
I believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. I’m available to connect with you as is most convenient during this time, including by phone or online.
For ongoing information and updates, see the Market Volatility resources page on my Insights tab.

Honored to receive recognition

I’m proud to have been named to several industry publications' top advisor lists:

Barron's Top 100 Independent Financial Advisors, 2015-2019

Forbes Best-in-State Wealth Advisors, 2018-2019

Forbes Top Wealth Advisors, 2016-2019

Financial Times 400 Top Financial Advisers 2016-2017, 2019

Barron’s Top 1,200 Financial Advisors 2014-2019

Barron’s Top 1,000 Financial Advisors 2011-2013

The rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry.

It is an honor because I truly enjoy helping clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together.

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3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)