Retire from work – not life


 

Welcome to my website!

My focus as a financial advisor is centered on helping individuals to build, preserve and transfer wealth. I work with you to create and implement wealth management strategies that allow you to grow your assets and have the resources to enjoy the life you are working to have. Additionally, I provide my clients with retirement planning and business succession solutions for those with group practices and partnerships.

 


Investment philosophy

I have always believed that risk management is central to the overall portfolio management process. Because markets move so quickly in today’s fast-paced environment, I believe the best way to invest is by utilizing tactical asset allocation. This allocation is a more dynamic, forward-looking form of investing that seeks to expose investors to capital building and to capital preservation opportunities.

 

Honored to be a Barron’s Award Recipient

I am very proud to be recognized as one Barron’s Top 1,200 Financial Advisors in 2012- 2018 and 2019. This prestigious award is given to less than one percent of all advisors in the industry, and I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Healthy financial habits help address millennial investors needs

This issue of Investor’s Edge—the newsletter exclusively available for RBC Wealth Management investors—takes a look at millennials and the unique opportunities and needs they have. Additional topics in this issue:

• Five money vows to take before saying “I do”;
• Financial maturity shatters generational stereotypes; and
• Responsibility a strong priority for millennial investors.

 

I urge you to take a look and reach out to me if you have any questions or would like to discuss any of these issues further.

Europe: Green shoots wilt

Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. Read the full economic outlook in the latest edition of Global Insight.

 

Become a Client


If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact me today to learn more.

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