Trusted advice & exceptional service


Welcome to my website!

I provide financial solutions to individuals and businesses in an easy-to-understand language. Many people can be intimidated in meeting a financial advisor for the first time. I provide assistance with retirement plans, IRA’s, trust and estate planning, life insurance and all types of marketable securities.

Reading through website profiles can be cumbersome, why don't you take the next step and contact me at 949-720-8968, and let's have a frank conversation about what makes your financial situation unique? 

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


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.

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Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Let's start the conversation

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