Helping you grow more than wealth

How I serve you

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.

Take control of health care in retirement

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.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Federal Reserve building

Fed rate cuts on the horizon

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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Bulletin Board

Have you switched jobs recently?

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.