Welcome
My mission is to provide customized wealth management solutions focused on achieving your financial goals.
Every client is different - and every client needs a financial plan and an investment portfolio that reflects their unique goals and needs. I take the time to build deep, long-lasting relationships and trust across generations, and I support my clients throughout every phase of life. I am passionate about bringing confidence and clarity to my clients' lives and legacies.
My website is designed to introduce me and my approach to wealth management, as well as share our latest market insights, research, and resources to keep you informed.
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Thinking about legacy planning, but not sure where to start? Something to think about: 91% of givers want to pass down their wealth in a way that reflects their values, and 99% of heirs intend to respect the givers' wishes for the wealth. If you have wealth to pass on to your heirs and you haven't had a conversation about it, you’re not alone. Most haven’t. RBC has resources to help, including our new wealth transfer planning guide. I would love to share best practices and guidance so that your intentions and values become known, and you have confidence and clarity on the lasting impact of your legacy. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf
Did you know now is the perfect time to plan for your child’s education? As you gear up for back-to-school shopping, it’s smart to think about your child’s college years too. College savings plans make a great tool when planning for the future. Message me to learn more.
Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.