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

Electronic engineer updating computer components

Tech steals the Q2 earnings show

Aug 13, 2025 | Kelly Bogdanova

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

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Shipping Containers

Transmission framework: How tariffs will flow through the U.S. economy

Aug 08, 2025 | Frances Donald and Mike Reid

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

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Gabriela Kane Guardia (Latinitas), Bill Wallace (Tomorrow’s Promise Foundation), Ismael Guzmán (East Austin Soccer Club), Fidel Campuzano Gonzalez (Austin Youth River Watch), LaKissa Bright (Ladders for Leaders)

Austin nonprofits honored by RBC Wealth Management, Major League Soccer and Black Players for Change

Aug 04, 2025 | RBC Wealth Management

One of the many examples where our community values shine through is with the MLS All-Star Hometown Heroes Showcase presented by RBC Wealth Management.

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