Retire from work – not life


Welcome to my website

I work with individuals and families developing comprehensive retirement plans. I develop savings plans to help grow wealth, income plans for clients close to retirement, and preservation plans aimed at protecting wealth for other family members. I offer a wide array of investment and insurance products to help my clients achieve their retirement planning objectives. In addition, I offer fee-based planning.To help me complete my work, I have the resources and support of a global firm with a small firm feel, providing me the freedom and flexibility to implement strategies and offer products best suited for my clientele.

What makes me unique is my intense focus on continued learning and professional development. My goal is for each client to have a high level of confidence and satisfaction that my knowledge and ability will lead to a successful plan for their future.


Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact me for more information.

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact me if you have questions about your plans for retirement and the SECURE Act changes.

What's next?

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


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Latest Insights

Inflation fears may be inflated

Oct 16, 2020 | Thomas Garretson, CFA

Despite risks and concerns of inflation being top of mind for fixed income investors, we explain why we believe inflation should not be a near- or intermediate-term problem for them.

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Audio Commentary: Pre-election market perspectives

Oct 14, 2020 | Janet Engels & Kelly Bogdanova

RBC Wealth Management’s Portfolio Advisory Group discussed the presidential election’s impact on the economy, capital markets, and your investments.

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Working mom in home office with child

The cost of caregiving falls disproportionately on women

Oct 09, 2020 | RBC Wealth Management

Only 47 percent of female caregivers feel very confident about their financial circumstances. Learn why it is important to have a financial plan in place.

Read more