Announcing our move to RBC Wealth Management

Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, we have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management our clients will enjoy the attention they expect from us, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

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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Learn more

We invite you to explore our website to learn more about what sets RBC Wealth Management apart and why we've put our trust in RBC Wealth Management as our new business home.

Meet the team

team photo
Jonathan Modiano

Jonathan Modiano

Managing Director, Private Wealth Financial Advisor

Adam Jones

Adam M. Jones

Managing Director, Private Wealth Financial Advisor

Mark Steinberg

Mark A. Steinberg, CFP®, CRPC®

Managing Director - Financial Advisor

Tricia Fitzsimmons

Tricia Fitzsimons

Associate Vice President, Senior Business Associate

Kristen Charlton

Kristen Charlton

Associate Vice President, Senior Financial Associate

Daniel Welsh

Daniel Welsh

Senior Investment Associate

Contact

BLS Financial Group

248-336-5145