Senior Vice President - Financial Advisor
I help individual investors and small businesses identify, manage, and achieve their financial goals.
Whether your goal is saving for college, planning for retirement or generating income while in retirement, we will design a flexible portfolio that meets your needs and adapts to life and market changes. Our client centered approach enables us to focus on each client, one at a time and really tailor solutions to meet their goals. This may include tax-free bonds, stocks, mutual funds, alternative investments, managed futures, private money managers, annuities, insurance and more. My goal is to exceed your expectations and drive business growth through referrals.
With hardliners in the U.S. and Iran holding sway, the two longtime adversaries remain locked in a bellicose standoff. While a diplomatic off-ramp may emerge, we believe the crisis could unfold in a manner not yet fully appreciated by the oil market. Read the full economic outlook in the latest edition of Global Insight.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
October 30, 2017
Social Security: At a glance
August 20, 2019
January 8, 2019
Retirement Plan Update
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
November 19, 2018
2018/2019 dollar limitations for retirement plans