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.

SusTech: Sustainability through technology

Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. 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

Have we seen the top for yields?

The economic data through April has been good news, but the drop in global yields suggests the opposite. We provide our thoughts.

Read more