Strengthening your financial security

How we serve you

Combining knowledge and integrity, we specialize in helping our clients professionally navigate the complexities of managing their wealth. Our clients’ trust gives us the opportunity to understand their unique situations and implement sound strategies to help accomplish their goals.

Proud to be an award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • 2019, 2020, 2022, and 2023 Forbes/SHOOK Best-In-State Wealth Advisor

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Meet the team

Learn more about The Kolb Investment Group

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Graduate with diploma hugging parents

College funding: It’s a family affair

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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