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Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

My history

In 1979, my Dad took a job in the investment business. I was nine at the time and spent evenings and weekends with him at the office which shaped my desire to become an advisor.  I began my career in 1992 right here at RBC Wealth Management in Portland, Oregon (OR), moved to Bend, OR in 2004 and I have the opportunity to work in both the Portland and Bend offices traveling regularly between the two. I'm 53 now and have managed investments and relationships through the great boom of the 1990's, the ensuing declines of the internet and real estate bubbles, fantastic recovery of the 2010-2020 bull market and a global pandemic. I absolutely love what I do and hope that my past experiences can add value to my clients over the next 25 years.

Value statement

  • Design and implement investment strategies for successful individuals, helping them achieve their financial goals.
  • Provide the highest quality service and guidance on a daily basis.
  • Customize a long-term plan for each client and then continuously manage, refine and retool the portfolio.
  • Offer substantial industry experience, and consistency at the same firm for over 30 years.

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.

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Latest Insights

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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