Trusted advice & exceptional service


Value statement

Combining knowledge and integrity, I specialize in helping my clients professionally navigate the complexities of managing their wealth. My clients’ trust gives me the opportunity to understand their unique situations and implement sound strategies to help accomplish their goals.

Proud to be an award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • 20182019 Forbes/SHOOK Best-In-State Wealth Advisor
  • 2014 Barron’s Top 1200 Financial Advisors Award 

     

Welcome, Matt!

Please join me in welcoming Matt Kolb to my team at RBC Wealth Management!


 

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.


 
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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