The best returns are more than financial

How I serve you

Stewardship, discipline, and commitment are the cornerstones of my practice. 

I help my high-net-worth clients achieve and maintain financial security by providing customized planning and long-term financial solutions. I combine sophisticated wealth planning tools with professional resources to match my client's objectives with customized solutions. I work with a limited number of families and businesses to ensure that their experience is outstanding in every way.

Particular areas of specialty are:

  • Wealth management planning — Retirement income strategies / Portfolio management / Tax considerate investing
  • Insurance and estate planning — Asset protection / Asset transfer / Trust services

What you can expect

  • An initial consultation and evaluation of your financial state, your goals, and your risk tolerance.
  • An in-person meeting on a regular basis (or as requested) to review your finances and your personal situation to ensure that all needs are being met.
  • Periodic telephone calls for updates and to address any immediate needs.
  • A direct working relationship with your tax advisor to ensure that proper tax strategies are being utilized.
  • Estate planning and guidance, offered in conjunction with your estate planning attorney.
  • Ongoing review of your insurance coverage, including life, long term care, survivor protection, and estate preservation.
  • Any additional services that are deemed necessary to the fulfillment of your financial plans.

My beliefs

  • My clients' best interests are always the first priority. I represent you.
  • Clients deserve the highest possible level of service and professional counsel at all times.
  • Any recommended plan or strategy will consider your long-term goals, risk tolerance, and current financial situation.
  • Clients deserve to be kept informed regarding the performance of their investments, market conditions, and any other factors that may affect achieving their financial goals.

I am available to meet at either of my offices:

Wilmington Office:
1055 Military Cutoff Road, Suite 200
Wilmington, NC 28405
(910) 509-0513

Greensboro Office:
7029 Albert Pick Road, Suite 201
Greensboro, NC 27409
(336) 668-2877

Proud to be part of Portfolio Focus Group

I am pleased to have been selected as a member of RBC’s Senior Portfolio Manager - Portfolio Focus Group, an exclusive group of financial advisors recognized for their success in building fee-based discretionary portfolio management practices. Read the full press release here.

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Are you due for an insurance review?

When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.

RBC Wealth Management has resources that provide a no cost, no obligation review of life insurance policies. Together with the firm’s internal professionals, we will review your policy to help confirm it is still adequate for your needs and overall financial goals. Contact me if you are interested in a complimentary insurance policy review.

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

Latest Insights

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The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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