Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Social Media
See footer below for group’s social profiles >
We're excited to invite our valued clients to a special golf lesson and fund presentation event, hosted in partnership with Kevin Tully from Westwood Holdings Group. This isn't your average day on the course either. We're bringing in PGA golf professional Fred Hancock, head instructor at Mill Run and Wild Ridge golf courses, to help improve your swing. Whether you're a seasoned golfer or just curious to learn, we look forward to a fun relaxing afternoon together. The lesson is on Tuesday, June 10 from 5:15 to 6:30 pm. Range balls and clubs (if needed) are included. It is recommended to park in the upper parking lot of the Mill Run golf course. Please RSVP by Friday, May 30 to Patrick Quigley at patrick.quigley@rbc.com or 715-858-7788.
Did you know owning a business can be a powerful way to create lasting wealth? A healthy business may be your best asset during retirement, and I have resources to help you explore the possibilities.
What an incredible evening at our Women, Wine, and Wealth event! A huge thank you to everyone who attended. It was inspiring to see so many thoughtful, driven women come together to connect, share insights, and support each other's financial journeys. Conversations flowed, connections were made, wine was sipped, and meaningful takeaways were shared. A special thank you to Darren Palmer for providing valuable insights on the unexpected challenges that arise entering retirement, and to Sean Chambers for providing the perfect space for the evening at 2 Roots Art & Wine Gallery. If you were not able to attend, and are interested in copies of the materials that were presented, please send an email request to patrick.quigley@rbc.com. I'm already looking forward to the next one — and would love to hear your feedback or ideas for future topics. Let's keep the conversation going!