To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
For more information, go to www.fivestarprofessional.com.
A Top Independent Broker-Dealer
I am affiliated with Cambridge Investment Research and Cambridge Investment Research Advisors, Inc. Cambridge is an independent broker-dealer for financial advisors dedicated to offering objective investment advice to clients.
New Financial Insights
If your bank account dropped from $100,000 to $80,000, would you be inclined to spend more, or less? Would it matter if the drop happened all at once, or over 16 months? This is the predicament in which Federal Reserve Chairman front-runner candidate Jerome Powell finds himself.Read More
We’re hearing a lot of talk in the financial press and on Wall Street about the potential for the yield curve to invert. And if it does, will that signal a coming recession? An inverted yield curve happens when short-term interest rates are higher than long-term ones.Read More
Designations & Securities Licenses
- CRPS®, AIF®, AWMA®, CFS®, APMA®
- Series 66 Series 7, Series 6, Series 63
- Licensed to offer life, health, accident, disability and long-term care insurance plans, as well as fixed annuities.
Authored 2 Monthly Investing Columns
- New England Monthly
September’s Article, Bitcoin: The First Electronic Currency or a Novelty?
- SOCO Magazine
August Article, Is the U.S. Stock Market Overpriced Today
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