Vice President - Financial Advisor
I help high net worth individuals and their families create, preserve and transfer wealth. I work with my clients to help them formulate goals, develop strategies and identify financial solutions that help them realize their objectives.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.
May 10, 2022
Social Security: At a glance
May 7, 2025
Trend & cycle roadmap
April 18, 2023
Daily market view
July 21, 2025
Market week
