Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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For midsummer financial wellness, focus on building your savings and paying down high-interest debt. Call me with questions anytime.

On World Elder Abuse Awareness Day a reminder to be vigilant as adults 60+ are five times more likely than younger people to lose money in tech support scams. Learn how to support the seniors in your life. https://docs.rbcwealthmanagement.com/us/0410-protect-yourself-from-financial-fraud.pdf

Are you or a loved one thinking more about the cost of college than the career it can enable? Reach out and I can provide you with college funding and saving resources designed for parents, young adults and teens.

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.

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Latest Insights

Red, yellow, green

U.S. Recession Scorecard: Slow going

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

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Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide