Qualifications
As a Senior Investment Associate with RBC Wealth Management, I began my career on Wall Street over 18 years ago. Working with David McIlroy, I learned the importance of fixed income investments, as well as other conservative strategies to successfully manage clients assets. I work closely with individual investors focusing on wealth management including income, retirement, estate, college and life insurance planning.
In September 2008, I joined David McIlroy as his partner in making the move to RBC Wealth Management. With the added resources at RBC, I am looking forward to providing guidance to our clients for many years to come. I have passed several securities exams including the Series 6, 7, 63, and 66, as well as hold my Life and Health insurance licenses.
Personal
I grew up in North Dakota and graduated from the University of North Dakota with a degree in finance. After college, I made the decision to move to New York City, the financial capital of the world, to pursue my career. This decision was a great one, as not only did I join David McIlroy's team, I also found my wife. I reside in Northern New Jersey with my wife Danielle and two sons Hudson and Brecken. In my free time, I enjoy travelling and the great outdoors.
