Confidence and clarity for your life and legacy

 

 

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.

 

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

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 »

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.

Meet Kristin

Learn more about me. 

Latest Insights

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U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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Social Media

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Excited to be at the Wharton Future of Finance Forum! It was great to hear leaders from industry, policy, and academia discuss important issues including the future of the US Dollar and transformative opportunities in AI strategic development.

December 31st will be here before you know it. Now is the ideal time to consider year-end strategies that can benefit you now and in the years ahead. We have a year-end checklist that can help. Let me know if you want one!

Long-term care planning shouldn't be an afterthought or a worst-case scenario. Talking about it with your Financial Advisor can reduce stress and maximize your quality of life now. Reach out if you would like to talk about your options and your plan.