Focus on life. We'll take care of the financials.

My practice has one goal

My mission is to provide quality service and appropriate investment advice customized to your needs. I focus on developing long-term relationships, and as your advisor, my goal is to be your primary source of financial advice. You can expect a high level of service and ongoing dialogue, including regular portfolio reviews and performance analysis, to help you reach your goals.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the 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.

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Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact me to discuss your retirement plan.

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

Aug 05, 2022 | Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

Read more