Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
I help high-net-worth individuals and families achieve their financial goals by creating and implementing custom comprehensive wealth management plans.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
As Washington grapples with the possible impeachment of President Trump, we look at the potential implications for equity investments. Market performance during past presidential scandals, and the views of institutional investors, suggest economic fundamentals will likely outweigh political drama. Read the full economic outlook in the latest edition of Global Insight.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
August 13, 2018
Municipal Market Insight
November 12, 2019
November 4, 2017
Safeguarding Assets for the Elderly
October 30, 2017
Social Security: At a glance