Personal relationships. Global resources.


Value statement

Our team is dedicated to the highest standards of professional excellence utilizing a disciplined investment strategy and incorporating realistic return expectations. With a focus on providing superior, unbiased investment advice and unparalleled service, we actively manage individual accounts, retirement accounts, institutional accounts, trusts, corporations, foundations and various charitable institutions.

Our team is dedicated to implementing customized investment strategies designed to provide the service, solutions, and strategies needed to help preserve capital, maintain growth and prepare for the transfer of wealth. We bring a financial consulting discipline to the investment process and view our client relationships as life-long partnerships. We look forward to the opportunity to assist you with your wealth management needs.

Honored to be a Forbes/SHOOK award recipient

I am very proud to be recognized as one of Forbes/SHOOK Best-In-State Wealth Advisors in 2020 and 2021. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

The FinTech future

In this fourth article in the SusTech series, we focus on FinTech, the convergence of finance and technology, which can help make economic growth sustainable by empowering unbanked populations. With the face of finance changing rapidly, we believe there will be investment opportunities in companies that effectively embrace the evolution. Read the full economic outlook in the latest edition of Global Insight.

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

What message is stock market volatility sending?

It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means equity investors.

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Does the bond market care about inflation?

Treasuries have rallied despite record inflation and the Fed’s accommodative policies. We break down the factors driving the market response.

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