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.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

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Latest Insights

Lambs

Will the market volatility that came in like a lion go out like a lamb?

Mar 23, 2023 | Thomas Garretson, CFA

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

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Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Mar 22, 2023 | Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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Kelly Bogdanova and Tylar Lunke

Audio commentary: Knock-on effects from SVB’s collapse

Mar 20, 2023 | Kelly Bogdanova and Tylar Lunke

Following the downfall of Silicon Valley Bank, a large Swiss financial institution has nearly failed, adding to stress in the financial system.

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