Senior Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
Helping you reach your financial goals for retirement, education and legacy planning is the primary objective of my business. Although the path to these goals is not always a smooth one, I believe discipline, patience and open communication will help make the journey a success. I strive to keep you as informed as possible of any news, changing regulations and new opportunities that may affect your investments and ultimately your goals.
No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.
As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?
May 27, 2022
Long-term care insurance
May 26, 2022
Retirement income planning: long-term care considerations
January 3, 2024
2023/2024 dollar limitations for retirement plans
July 10, 2023
Investor's Edge
May 10, 2022
Strength you can trust
May 20, 2022
IRA Beneficiary Planning
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If so, it’s important to know where your assets are, and where they are going. Call me today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.
