First Vice President - Financial Advisor, Portfolio Director
My goal for my clients is creating financial security and peace of mind by providing them with the highest level of service that often exceeds their expectations. Investors benefit from my 15+ years of experience as a financial advisor as well as my prior years of experience as a certified public accountant, tax consultant and auditor. I believe in a customized approach to managing your wealth by addressing your current financial needs and helping achieve your long-term goals.
My philosophy is a strategic buy-and-hold asset allocation strategy that is based on a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I believe in closely monitoring the markets and economic events to identify shorts-term investment opportunities by adding tactical managers, funds or equities to take advantage of the "upside", yet still provide protection for the "downside."
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
