Senior Vice President - Financial Advisor
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.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
May 20, 2022
A strategy to stay focused
October 20, 2017
Active Allocation Portfolio: Ideas for Global Asset Allocation
June 1, 2023
Global insight weekly
