Helping you grow more than wealth

How I serve you

I help individuals, families, non-profit organizations and businesses achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. Providing clients a solid financial framework demands an appropriate level of preparation, research and execution to help ensure successful outcomes. Each client has different requirements, objectives and a unique story. Understanding yours is at the heart of what I do. My approach is steady and balanced allowing for flexibility in different market conditions. I provide my clients with exceptional financial education and service.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

Latest Insights

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

Read more

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