What you can expect

In an effort to be accountable to you, my clients, I oversee the following tenants of a successful wealth management relationship:

Quality, service and value

Access to RBC Wealth Management's team of specialists in the areas of strategic wealth planning, credit & lending, retirement plan counseling, insurance - life, health, long term care and disability, investment management, and income planning. My goal for you is to provide a customized, multi-generational wealth plan.

Client contact

You will hear from me on a systematic and timely basis. Our conversations will focus on market updates, portfolio status, and potential tactical or strategic changes which address your specific situation. We strive for an informed, educated clientele. 


I am committed to providing a high quality experience to our clients. You will receive an investment management platform designed to meet your objectives. You will be presented with the most cost-efficient options for the services required; however, fees charged will be commensurate with services provided.

Contact me today to learn how I can help you on your journey to financial security. 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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