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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.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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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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How do currency markets affect fixed income investment?

The relationship between government bond yields and exchange rates is more complex than many investors realize.

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