Simplify your complex financial life

Welcome

For over 25 years I have provided customized financial solutions for high net worth individuals including corporate executives with publicly traded securities,10b5-1 trading plans, concentrated stock solutions, stock plan administration and a suite of additional wealth planning services for senior executives.

My mission is to provide my clients with a high level of wealth management for every phase of their life cycle. I help clients strive to achieve and maintain financial freedom for themselves, their children and grandchildren.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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Let's take the next step together

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

Latest Insights

Paris in the springtime

The metamorphosis of European equities

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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