First Vice President - Financial Advisor - Portfolio Manager - Portfolio Focus
For almost two decades, affluent individuals and families have sought my assistance in addressing seemingly overwhelming wealth management planning issues. To help my clients achieve, and maintain, their vision of success, I help them:
Through the process of asking questions, defining priorities, and clarifying goals and values, I strive to give my clients increased comfort and clarity of direction toward achieving their financial and lifestyle goals. As part of my comprehensive wealth management planning, I often coordinate a team of professionals to help implement appropriate strategies to assist in meeting my clients’ goals. I also collaborate with your existing team of professional advisors throughout the course of our relationship.
As a CERTIFIED FINANCIAL PLANNER™ professional, I provide these comprehensive wealth management strategies for successful entrepreneurs, executives, and retirees.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and experience. If you are not currently a client feel free to contact me and set up a meeting.
June 20, 2018
Client Services and Offerings Brochure
August 17, 2018
Global Insight Weekly
July 12, 2018
August 20, 2018
March 31, 2018
Market Cycle Quilts
While the tariff skirmishes may involve more fireworks, we think the trade standoffs will ultimately be manageable for economies and markets. Read the full economic outlook in the latest edition of Global Insight.
No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.