Helping you grow more than wealth

Learn more about me

I am a financial advisor and portfolio manager based in Washington, D.C. I advise my clients in developing and achieving their wealth accumulation, retirement and legacy goals. My clients include business founders, senior executives, self-employed professionals, next-generation family members and institutions such as endowments and trade associations.  I have also developed expertise in helping women navigate the special set of circumstances that they encounter.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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.

Latest Insights

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U.S. debt: Not living on borrowed time

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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