For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving. Have you considered how a DAF could fit into your family's philanthropic vision? I can help. Contact me today.

A little over a week ago, I attended the Next Level Event in Pittsburgh with my colleagues. Learned a lot about the new tools we have available as financial advisors. Thanks to all who were involved in putting it together. ????

In the Investor’s Edge newsletter for fall 2025, gain tips on using RMD funds, scoring a touchdown with wealth planning, investing when young, key strategic considerations for business owners and business succession planning.

Honoring those who served this Veterans Day. Thank you for your dedicated service to our nation!

If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings. Let’s have a conversation about RMDs and current interest rates. Taking RMDs is required if you’re 73+, with a December 31 deadline.

Do you run a business? Want help making your many ideas come to life? Let’s talk.

Trick-or-treat! Happy Halloween to you and your loved ones.

Have you had conversations with your heirs about the wealth you plan to pass on to them? If not, you’re not alone. Most haven’t. I can help!

How are you planning for your financial future? If you are just starting your career, I can help you master the fundamentals of saving and investing, plus provide a roadmap to help you achieve financial success. Ask me for a copy of our Wealth Insights’ resource “Money matters for young professionals.”