Taking the next step

I am committed to enriching the lives of my clients through sound financial advice, integrity, and focusing on providing service beyond expectations.

With more than 30 years of financial services experience, I have developed an approach to investing that goes beyond planning and strategic allocation, to include daily quantitative analysis. I believe that this emphasis allows for more portfolio flexibility and timely adaptations that can potentially improve financial results. I focus not only on investment strategies, but also on building long-term relationships with clients through one-on-one meetings and discussions. Please reach out to me with any questions. 

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Proud to be part of a AA- company

I am pleased to announce that our parent company, RBC, received the Standard & Poor’s investment grade rating of AA- which indicates a “very strong capacity to meet financial commitments.” This is the second-highest rating possible and is an example of our commitment to always maintaining the highest standards possible for our clients. Please contact me today to learn more about how we can put the strength of RBC to work for you.