Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Please visit the "About us" tab to learn more about me. I work with successful entrepreneurs and intrapreneurs, helping them become successful investors through the wealth management process.
I actively support Food Bank of the Rockies and the RBC Wealth Management Colorado Scholarship Fund.
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.
May 7, 2025
Trend & cycle roadmap
June 1, 2023
Global insight weekly
October 30, 2024
Trend & cycle: The long view
November 24, 2017
First Trust Commentary
