My most treasured asset is my clients’ trust

Dedicated to earning your trust

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Strength you can trust

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

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

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

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Take a proactive step toward your child's future through the power of an education savings plan. Let’s have a conversation today.

You don’t have to navigate market swings alone. My commitment to thoughtful, long-term strategies means you can move forward with confidence, no matter what. Stability, experience and having your best interests at heart is my promise. Message me for help.

Be on alert to avoid financial fraud, especially imposter scams, which are the most common type reported. At RBC Wealth Management, we’re here to help. See our fraud and scam recovery guide and connect with me to learn more. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

It's all about staying connected

Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise.  If you are not currently a client feel free to contact me and set up a meeting.

Latest Insights

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Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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