Managing Director - Financial Advisor - Senior Portfolio Director Group
I am proud to be named a Forbes Best-In-State Wealth Advisor in 2024.
I am proud to be named a Forbes Top Women Wealth Advisor Best-In-State in 2025.
I am pleased to be a part of this respected group because it means I’m serving my clients well.
Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:
Please contact me today to discuss how I can help you reach your goals.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.