Customized financial planning from a seasoned female financial expert

What can bring this about?

Finding your footing after the death of a loved one or spouse
Financial survival after the shock of a job loss
Suddenly tasked with the care and financial management of a parent or loved one
Evaluating the various terms and options when buying, selling or refinancing a home
Helping an adult child while they get back on their feet financially
The pain of divorce and its total life adjustment
Planning for years of financial commitment that children or grandchildren require
Staying financially secure during periods of market and economic uncertainty

For me, it was the death of my father when I was a teenager, standing witness to difficult changes my mother had to endure to keep us going.

As your trusted advisor, my focus is entirely on your priorities and their protection. My work is to support you throughout the changes and help you through education, advocacy, and planning to feel confident to move forward.

As a CERTIFIED FINANCIAL PLANNER™, I believe that to achieve the best outcome we must start with a highly personal plan that focuses on your specific needs. And that statement leads to a question:

My blog

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Brian Tavano

Wealth Management Consultant

Brian provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Brian also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Liz Jacovino, CFP®, CTFA

Wealth Strategist

Liz works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. She also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

Aleksandra Adamczyk

Credit Solutions Consultant

Aleksandra partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. She provides commendations on how the strategic use of credit can help clients meet a variety of wealth accumulation and liquidity management goals, including real estate purchases, bridge financing and refinancing existing high-cost debt.

Bruce Crepea

Wealth Planning Consultant

Bruce helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Bruce's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.

Cathy Walker

Senior Manager

Based in Wilmington, Delaware, Cathy is responsible for helping RBC Wealth Management financial advisors promote family legacy planning concepts to clients. She also helps educate clients about the benefits of using wealth management strategies that incorporate trust and philanthropic solutions. Cathy strives to make what is often viewed as a sensitive and difficult topic into a conversation about the role of planning for clients, their families, friends and communities.

Linda Sama

Has one of life's transitions thrown your careful planning off course?