Strengthening your financial security

How we serve you

Combining knowledge and integrity, we specialize in helping our clients professionally navigate the complexities of managing their wealth. Our clients’ trust gives us the opportunity to understand their unique situations and implement sound strategies to help accomplish their goals.

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.

  • 2019, 2020, 2022, and 2023 Forbes/SHOOK Best-In-State Wealth Advisor

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Meet the team

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

Bride and Groom holding hands

Fund your child’s destination wedding without derailing your retirement plans

Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.

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