Welcome to my website!

I strive to build valuable relationships with my clients and deliver outstanding service to help them achieve their goals. Together, we will create a customized wealth management plan to help meet your needs and prepare for the future. Please give us a phone call  when we can be of assistance. You can reach me on my direct line at (515) 225-4543.  My assistant Lucas can be reached on his direct line at (515) 225-4518.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

About RBC Wealth Management Online

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Bulletin Board

Latest Insights

Global Insight large network server

Big Tech’s AI expansion: From investment to scalable returns

Feb 03, 2026 | Joseph Wu, CFA

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

Read more

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly