First Vice President - Financial Advisor - Portfolio Manager - Portfolio Focus
For almost two decades, successful entrepreneurs, executives, and retirees have sought my assistance to evaluate complex financial issues and provide innovative solutions integrating business, family and personal wealth planning strategies.
As a CERTIFIED FINANCIAL PLANNERTM my professional priorities are to:
Through this process of asking questions, defining priorities, and clarifying goals and values, I help my clients achieve, and maintain, their vision of success.
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.
February 20, 2019
Client Services and Offerings Brochure
December 6, 2019
Global Insight Weekly
October 25, 2019
December 9, 2019
October 29, 2019
Market Cycle Quilts
October 20, 2017
Year End Check List
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
Access 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.