Fred joined RBC Wealth Management in 2006 and is the founder of Generational Planning Solutions Group. With an extensive background in psychology, Fred brings a unique perspective to helping our clients navigate their financial freedom. Fred is passionate about working with families to maintain a synergy between their wealth and the fulfillment of their lifelong dreams. While he takes a robust, big-picture approach to wealth planning, Fred also commits to educating our clients to help see that they understand what investments they own, why they own them and how they contribute to their overall success in accomplishing their targeted goals.
Fred is a CERTIFIED FINANCIAL PLANNER™ professional and has been named to the Forbes Best-In-State Wealth Advisor list in the U.S. in 2020, 2021, 2022 and 2023. Fred has passed the Series 7, 31, and 66 FINRA exams and carries multiple life insurance licenses.
Fred grew up on the Gulf Coast in Pensacola, Florida where he developed a love for sailing, fishing, and diving. He graduated from Hampden-Sydney College in Virginia and then resided in Colorado before moving to Annapolis. Fred and his wife, Heidi, live in St. Margaret’s Farm in Annapolis and have three children, Dobbin, Walker and Brooks.
Outside of work, Fred enjoys active involvement in the community. He has served as a founding board member and board chair of Monarch Academy Public Charter School and a board member of the Annapolis Rotary Club.