Let me help you grow more than wealth

Value Statement

I help create financial security and peace of mind for individuals and families. I accomplish this by creating and maintaining individual investment portfolios which are compatible with my clients' long term financial objectives. The primary component of my services is to guide my clients' behavior to produce a long term, real life successful financial outcome.

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Medicare: The ABCs (and Ds) of health insurance

Medicare coverage can be a confusing topic with an alphabet soup of options. Starting with the basics can help make sense of it all.

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