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.

Food for thought

Today’s realities and tomorrow’s challenges are calling for new, technology driven food production and distribution solutions spanning a range of activities from farm to table. In the fifth article in the SusTech series, we look at technologies that offer the promise of feeding a growing global population while limiting the burden on the environment. Are investors seeing the start of a long-term uptrend? 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

How will the German election affect European markets?

The outcome of Germany’s election could influence EU fiscal integration and economic regulations. We look at potential implications for investors.

Read more
Insights into Responsible Investing Q3 Newsletter image

The future of proxy voting and oil

Learn about the latest happenings in the responsible investing world, in our newest issue of Insights into Responsible Investing newsletter.

Read more