It's not just your money. It's your life.

Welcome to my website

I help people nearing retirement - and in retirement - achieve their goals of being able to enjoy the lifestyle they envision. I accomplish this by conducting a retirement sensitivity analysis to help identify the issues we need to pay attention to and by continuously monitoring the needs and wants of my clients. In addition, in many cases I act as my clients “CFO” and provide high levels of personal service that often exceed what they were accustomed to in the past.

Investment Philosophy

I believe in following an actively managed approach using fixed income instruments such as bonds, exchange traded funds, preferred stock and other investments to provide a base of dependable income. I also incorporate tactical solutions including options such as covered calls to help smooth out the rough areas of the markets.

Client risk prevention

Identity theft. Fraud. Scams. Seniors and vulnerable adults may be victimized in many ways. At RBC Wealth Management, we are committed to protecting you and the people you care about from these risks. Please contact me for more information and help determining next steps for your personal situation.

Planning for your goals while preparing for the unexpected

Insurance is foundational to your financial health and well-being. As you consider life insurance options, it’s important to have a protection strategy based on your current situation, and flexible enough to change over time. As your financial advisor, I can help you assess and manage your protection needs, and determine the steps we need to take to safeguard what is most important to you. Together, we can protect you and your loved ones from financial hardship, should the unexpected occur. Contact me today for a complementary protection consultation.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

 
Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

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