Let us help you grow more than wealth

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

 

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. In college my specific goal was to become an investment advisor. In 1992 my career began right here at RBC Wealth Management in Portland, OR. We since moved the family to Bend, OR and I have the opportunity to work in both the Portland and Bend offices traveling regularly between the two. I'm 49 now and have managed investments and relationships through the great boom of the 1990's and the ensuing declines of the internet and real estate bubbles. 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 26 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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