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.
Read more in Global Insight Monthly
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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.
