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. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Buying power: Will the U.S. consumer continue to drive growth?

With wages rising and a tight job market, we look for a healthy U.S. consumer to underpin continued economic growth in 2020. 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

Do trade deals erase concerns for economies and markets?

Jan 24, 2020 | Frédérique Carrier

The shifting trade winds have not blown away uncertainty, and we look at how this all shapes the investment landscape.

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Latest Insights

Is the Fed behind the recent rally in U.S. stocks and corporate bonds?

Jan 21, 2020 | Thomas Garretson, CFA

The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?

Read more