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 and 2022 and a Financial Times Top 400 advisors in the U.S. in 2018. I am pleased to be a part of these respected groups—because it means I’m serving my clients well.

Latest Insights

Businessmen

Has the Fed won the war on inflation?

Feb 03, 2023 | Thomas Garretson, CFA

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

Read more