As a Senior Vice President – Financial Advisor at RBC Wealth Management, I spend much of my time getting acquainted with my clients, emphasizing an understanding of each person’s financial situation, including their goals and wishes. I focus on working with high-net-worth families and small businesses, and as a former equity analyst, my background allows me to make personal investment recommendations.
I am the primary advisor in an office of experienced professionals with vast backgrounds and experience to support our client investment goals. My clients benefit from my more than 28 years of investment experience as a Research Analyst, Mutual Fund Portfolio Manager and now Financial Advisor. My practice revolves around performance-based management. My background is not in sales, but in investment and risk management. I became a Certified Plan Fiduciary Advisor (CPFA®) in 2018 to assist in Wealth Planning and to aid my practice.
I live in Lake Forest with my wife, Betty, and three children.
