Simplify your complex financial life


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 Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI Monthly »

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

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

Read more