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 nationally recognized wealth advisor

I am very proud to be recognized as one of Forbes Best-In-State Wealth Advisors in 2020, 2021 and 2022 and one of AdvisorHub's Advisors to Watch in 2022. I am pleased to be a part of these respected groups—because it means I’m serving my clients well.

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly

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

Looking up at high rise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Jan 26, 2023 | |

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

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U.S. Capitol dome at night

As the U.S. hits the debt ceiling, what’s next for financial markets?

Jan 20, 2023 | |

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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Runners in the rain

Why U.S. small and midcaps are further along on the road to recovery

Jan 20, 2023 | |

With U.S. equities starting off the year on the right foot, we see six reasons why small and midcaps look more attractive than large caps.

Read more