Doing well by doing good

Value statement

I provide high quality, customized, wealth management services to individuals and their families, non-profit organizations and qualified plans. I also offer independent consulting services to foundations, endowments and trusts. I am dedicated to providing each client with the highest level of service possible.

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, foundations/endowments and their assets.