Vice President - Financial Advisor, Consulting Group
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."
Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.
