Who I serve

I work with various individuals ranging from entrepreneurs to business owners to non-profit organizations. My goal - to help you achieve your financial security and peace of mind. 


I work with individuals or families who own a concentrated position in a closely-held family business and require assistance with pre-sale planning, valuation and management of post-sale proceeds/income needs. I have extensive experience working with external deal consultants, corporate & estate attorneys and investment banks. I have access to smaller boutique investment banking firms, mid-sized firms and RBC Capital Markets, LLC for larger transactions.

Real estate investors

I work with several individuals and family offices who invest in commercial real estate. At RBC Wealth Management we can help real estate investors with:

  • Lines of credit secured by marketable securities
  • Letters of credit
  • Short-term and long-term cash management
  • Help qualified investors with Opportunity Zone Funds

Family offices & private equity

I work with a handful of family offices and boutique private equity firms who make direct investments in mature small/medium sized businesses, early stage companies, turnaround companies and real estate investments. I assist these clients with the following services offered by RBC Wealth Management:

  • Management of their long-term investment portfolios
  • Short-term liquidity management
  • Lines of credit secured by marketable securities
  • Pre-sale planning

If anything you have read here spurs an investment idea or you would like to set up a consultation, contact me today. 

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