Let us help 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 Forbes/SHOOK Best-In-State Wealth Advisor recipient

I am very proud to be recognized as a Forbes/SHOOK Best-In-State Wealth Advisor recipient in 2020. This award is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including assets under management and profitability. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

National award winner

I have been recognized as a Financial Times Top 400 Financial Advisor in 2015, 2016, and 2018. It’s an honor to have been nationally recognized as one of the best in the industry—because it means I am serving my clients well.

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

Big Tech is driving the market’s gains: What it means

Aug 06, 2020 | Kelly Bogdanova

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

Read more