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

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Jul 25, 2024 | Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

Read more