Financial planning—on your terms

Money is not the goal. Money assists you in achieving your dreams and goals. My planning process begins with learning more about those dreams and goals. Whether you are looking for security, adventure, or freedom. My purpose is to help you turn your money into the life you envision and a legacy for future generations.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

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Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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