Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Please visit the "About us" tab to learn more about me. I work with successful entrepreneurs and intrapreneurs, helping them become successful investors through the wealth management process.
I actively support Food Bank of the Rockies and the RBC Wealth Management Colorado Scholarship Fund.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
May 7, 2025
Trend & cycle roadmap
June 1, 2023
Global insight weekly
October 30, 2024
Trend & cycle: The long view
November 24, 2017
First Trust Commentary