I believe that wealth management is about much more than just numbers on a page; it’s about the people and the legacies behind them. Since joining RBC Wealth Management in 1997, I’ve had the privilege of guiding families through nearly three decades of market cycles, helping them find clarity and confidence in any economic climate.
My approach centers on the RBC Wealth Plan, which I use to translate complex financial goals into actionable, personalized strategies. Whether I’m constructing a custom portfolio or navigating a multi-generational family transition, my goal is to ensure your financial life is as organized as it is ambitious.
Brevard and Asheville are more than just where I work—they are my home. My wife and I raised our three children here, and we remain deeply committed to the vitality of our local community. We are proud to invest our time and resources into El Centro, the Transylvania Boys and Girls Club, and the Brevard Music Center. To me, supporting our diverse neighbors, local youth, and the arts is the most meaningful way to ensure a thriving future for the region we love.
When I’m not in the office, I’m usually taking advantage of the same Blue Ridge landscapes my clients enjoy—cycling, hiking, or fly-fishing. I find that the patience required for a good day of fishing, or the perseverance required to train for bike racing, directly relates to the discipline needed to manage our clients’ long-term financial programs.
