It's not just your money. It's your life.


Value statement

I strive to provide world-class advice and wealth management services to my clients. I am dedicated to helping clients achieve their ambitions through the strategic management of their financial affairs and have a long history of assisting my clients with acquiring, enhancing and protecting their assets.


Investment strategy

My investment strategy utilizes proven fundamental macro-economic analysis and quantitative models to design an individualized plan for each client. I use managers who I believe are consistent and who stay true to their investment objectives. I determine your asset allocation using your specific risk and return profile. I have the knowledge and ability to access a worldwide range of investment products to find just the right fit for each of our client’s specific needs. I use a wide range of investment vehicles including, but not limited to:
  • Individual equities (stocks) and fixed-income securities (bonds, CDs, etc.)
  • Diversified investments (hedge funds, managed futures, domestic and international mutual funds, and exchange traded funds)
  • Retirement plans education savings programs
  • Asset protection products (life, disability income, long-term care insurance, etc.)
  • Charitable giving products, and trust and estate options
  • Securities-based loans (RBC Premier Line of Credit and margin)
  • Professional investment managers
  • In-depth research on equities, fixed income, and investment managers

Social Media

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Financial fraud is more sophisticated than ever and it can happen to anyone. But with the right tools, you're already one step ahead. RBC Wealth Management's guide helps you report and recover from scams so you can protect yourself and the people you love. Questions? I’m here, reach out anytime. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

Scammers aren't just getting smarter. They're sophisticated enough to fool anyone, no matter how savvy or experienced. Investment scams are now the most commonly reported type of financial fraud, and if you've been targeted, it says nothing about you. It happens to sharp and aware people every day. At RBC Wealth Management, we're in your corner. Our fraud and scam recovery guide walks you through what to do next, no judgment, no shame, just a clear path forward. You don't have to navigate this alone. Send me a message anytime. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving. At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold. ?????????? ???? ???????? ?????? ???????? ???????? ???????????? ??????????????? Let’s talk.

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact me to set up a consultation. 

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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Latest Insights

AI datacenter

The commoditization of AI models and compute

Jul 10, 2026 | Tyler Frawley, CFA

Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

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Mature couple looking at a computer discussing taxes

Thinking of moving to a different state for lower taxes? Here’s what you need to know before relocating

Jul 09, 2026 | RBC Wealth Management

Tax savings can be a powerful motivator for moving states, but it’s not the only factor to consider.

Read more