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Honored to be a Forbes award recipient

I am very proud to be recognized as a Forbes Best-In-State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

<p>The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

Times may change. Commitments don't.

I provide long-term wealth management planning for individuals and their families to help achieve financial security and independence. Through a comprehensive approach to managing wealth, I address my client’s current specific needs as well as their future goals.

Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact me to discuss your retirement plan.

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact me for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.

Estate planning

After a lifetime of hard work and careful investing, you may want to share your wealth with loved ones and causes that matter most to you. You may also want to try to avoid estate taxes and expenses that could take a significant bite from your financial legacy.

Estate planning is extremely important for life and death. It enables individuals to help control their assets, maintain their lifestyle, plan for incapacity, provide for loved ones, and avoid probate, court costs and attorney fees.

Don’t put off until tomorrow what should be done today. Contact me today to discuss the potential benefits of estate planning for you and your family.

Let's take the next step together

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

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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