Dear friends

I work with individuals, families and business who may feel that the investment world has ignored them. I pride myself in helping to make investments understandable and accessible. Much of the jargon and terminology used by investment professionals may be designed to impress clients, but usually results in confusion and anxiety. I like to help clients cut through the nonsense and select investments appropriate to their own unique situation.

Investment philosophy

Everyone's situation and risk tolerance is different. For each client, I believe in selecting the right investments and then evolve personal strategies as needs change. I don't hesitate to recommend taking gains when an investment has performed well.

Referrals are always welcome: (317) 810-2172 or

Like golfer Dustin Johnson, at RBC we deliver because we see things differently.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact me for more information.

Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a comprehensive plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Let's start the conversation

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Recently featured on WISH-TV

Check out my recent interview from WISH-TV in Indianapolis. I’d love to have an opportunity to work on your behalf. If you’re already a client, do you know of anyone else who might benefit from our services? I’m always happy to hear from clients and those who might like to consider becoming one!