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Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
My mission is to help create financial security and peace of mind for individuals and their families. I strive to determine my clients’ specific investment needs by customizing a wealth management plan to meet their financial goals. Having a primary financial advisor helps to streamline investment planning. I endeavor to provide the exceptional service that is demanded in today’s fast paced world. My ultimate goal is to maintain the highest level of trust and integrity as I enable my clients to achieve their long-term financial objectives.
Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.
Read the latest Global Insight Monthly »
As markets continue to test the resolve of long-term investors, a look back at a similar period in history is a valuable reminder of the benefits of sticking to a long-term plan.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
Please contact me to set up an appointment to discuss your financial goals.
February 7, 2023
Trend & cycle roadmap
February 6, 2023
Global insight weekly
May 10, 2022
The cycle of market emotions
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 26, 2022
USIC News Stream - Think long-term, think opportunistically
Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.