Helping you grow more than wealth

 

I believe my clients seek me out for my expertise. I strive to earn their trust not only by advising them, but by educating them, their families and their legacies in all areas of wealth management.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management.

  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy by which you want to be remembered

Honored to be a national award-winning advisor

I am very proud to be recognized as a Forbes Best-In-State Wealth Advisor recipient in 2020, 2021, 2022, 2023 and 2024, and an AdvisorHub “Advisors to Watch” award recipient in 2023. I am pleased to be a part of these respected groups—because it means I’m serving my clients well.

Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more