Our practice

Our practice is centered around a commitment to service, investing and planning to address each individual investor's needs and goals.

Our service approach:

We strive to provide the best possible client service available. We start by looking at things from our client’s perspective. We then focus on the details to provide investors with the best service possible.

Our approach to investing:

We love to think, learn, and talk about investing. We employ a broad and deep perspective, evaluating sectors and asset class weightings as well as the merits of individual securities. We also evaluate current holdings and the gain/loss implications. This results in a customized investment strategy. We aim to review investment progress several times a year with each investor.

Our approach to wealth planning:

Wealth planning can feel daunting, so we listen carefully to each investors concern. Only then can we develop a high-quality wealth plan that helps investors evaluate financial decisions in their life and helps inform us about proper investment strategies. We review this wealth plan on a regular basis with our clients.

With over 40 years of experience as a financial advisor, I'm uniquely qualified to provide the highest quality client service, investment advice and wealth planning available in the industry today. The financial strength and deep resources of RBC Wealth Management provides an excellent platform for my practice.

I've been affiliated with some of the best firms in the financial services business during his career including PaineWebber, Alex. Brown, and Merrill Lynch. This has led to a discerning commitment to client service and seeking out the very best products available in the industry. I have a BA in Economics and Politics from Bennington College, Bennington, Vt 1977. I also have earned the Accredited Asset Management Specialist designation from the College of Financial Planning and a retirement income planning certification from the Wharton school.

2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact me for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.

Global Insight Monthly

Building on a narrow base

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

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.