Strengthening your financial security

Our mission

Our commitment to every client is grounded in trust, transparency and a deep understanding that no two financial journeys are the same. We take the time to understand each client's unique circumstances, goals and challenges, delivering tailored guidance built around their individual needs.

That trust is earned through decades of unwavering dedication to a client-first philosophy—one that prioritizes long-term relationships over short-term outcomes. Our comprehensive approach is strengthened by a diverse range of expertise, allowing us to provide thoughtful, well-rounded advice.

Above all, we believe in clear, honest communication—ensuring our clients always understand the "why" behind every recommendation, so they can move forward with confidence.


Proud to be an award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • 2022, 2023 and 2026 Forbes/SHOOK Best In-State Wealth Advisor
  • 2025 Barron's Top "1,200 Financial Advisors" and 2026 Barron’s Top "1,500 Financial Advisors"

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Meet the team

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Learn more about The Kolb Investment Group

Let's take the next step together

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

Latest Insights

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Global Insight 2026 Midyear Outlook: United Kingdom

UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.

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