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.

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. 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

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Six wealth planning strategies for turbulent markets

Mar 27, 2020 | RBC Wealth Management

How investors react during these periods of decline is critical to their long-term success.

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Latest Insights

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Fraud prevention: New scams to be aware of and how to protect yourself

Mar 27, 2020 | RBC Wealth Management

The FBI’s Internet Crime Complaint Center received more than 144,000 reports of phishing in 2019. Learn how to protect yourself and your family.

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