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 Roxane can be reached on her direct line at (515) 225-4515 or Lucas on his direct line at (515) 225-4518.

Sam Burns crouching on golf course

We see things differently

On the green successful golfers take unique approaches to each shot. When it comes to your financial future, I take a unique method to envisioning your customized approach. You'll receive dependable guidance to help you achieve your wealth goals.  Contact me today to learn more.

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

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Latest Insights

Man waiting

Another round of the Fed’s waiting game

Jun 20, 2025 | Thomas Garretson, CFA

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

Read more

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »