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.

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Latest Insights

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Saving for college: 529 plans offer flexible and tax-smart education savings

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Learn how 529s can be an effective tool to build a college fund for today and the future.

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The commoditization of AI models and compute

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Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

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Thinking of moving to a different state for lower taxes? Here’s what you need to know before relocating

Jul 09, 2026 | RBC Wealth Management

Tax savings can be a powerful motivator for moving states, but it’s not the only factor to consider.

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