COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

MOORE for your money

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 constantly monitoring them to ensure they are working as they should. I don't hesitate to recommend taking gains when an investment has performed well.

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

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.

Are you due for an insurance review?

When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.

RBC Wealth Management has resources that provide an objective, no cost, no obligation review of life insurance policies. Together with the firm’s internal experts, we will review your policy to help ensure it is still adequate for your needs and overall financial goals. Contact me if you are interested in a complimentary insurance policy review.

Latest Insights

Pointing at graphs on tablet page

Six wealth planning strategies for turbulent markets

Mar 27, 2020 | RBC Wealth Management

How investors react during these periods of decline is critical to their long-term success.

Read more

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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!