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.

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.

Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in 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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