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Value statement

I have the utmost respect for the assets entrusted to me and recognize that they often represent the financial measure of a client’s lifetime. Committed, passionate and professional, I utilize a team-based approach, offering their individualized areas of expertise to each client while also working seamlessly with a client’s accountants, estate planning attorneys and other outside professionals to maximize resources. Their sole objective is to help create an individualized wealth management plan that provides income in the present and security in the future—for this generation and beyond.

Solutions

To help accomplish your objectives, I offer a wide range of financial solutions:

  • Investment management consulting and advisory/fee-based accounts
  • Fixed income products
  • Tax-free investments, management and planning
  • Retirement plans and 401(k)/IRA rollovers
  • Insurance services

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
 

Contact us today to set up a meeting at (888) 524-7412.

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Latest Insights

senior father jogging with adult daughter

How to protect your aging parents from financial missteps

Feb 14, 2020 | RBC Wealth Management

While the potential for fraud or age-related diseases can't be eliminated, start the conversation now with your parents to mitigate the impact.

Read more

Latest Insights

closeup medical hospital bill prescription medicine

Projecting the real cost of health care in retirement

Feb 14, 2020 | RBC Wealth Management

With seniors more active than ever – and with lifespans steadily increasing – maintaining good health as you age is a top priority. Yet, as the cost of care continues to rise, growing expenses may be a significant risk to other retirement goals.

Read more