Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Our primary focus is to provide exceptional service through a proactive model that helps our clients grow, manage, and protect their assets. Specifically, we help clients understand and articulate their financial goals through a detailed five-step wealth management process.
Effective investment portfolio management is a continuous process that involves understanding client needs and evaluating economic and market conditions. The first step is developing a strategic asset allocation model based on each client’s risk tolerance, time horizon and financial objectives. This baseline allocation model should be periodically reviewed and adjusted as the client’s financial situation changes. No one has a crystal ball and can foretell the future, so it is important to take every measure to reduce risk in a portfolio as much as is reasonable.
I am very proud to be recognized as a On Wall Street Top 40 Regional Broker-Dealer Advisors Under 40 recipient in 2020. Nominations for this award were received from hundreds of advisors and managers and ranked according to production totals. Finalists for the ranking were 39 or younger as of December 31, 2019, and I am pleased to be a part of this respected group—because it means I’m serving my clients well.
I am very proud to be recognized as Forbes Best-in-State advisor in 2022 and 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 20, 2022
Online Account Access
October 3, 2023
Global insight monthly
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.