Announcing my move to RBC Wealth Management

My top priority as a financial advisor is providing my clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, I have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management my clients will enjoy the attention they expect from me, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

Latest Insights

People going up and down stairs

What goes down must come up?

After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too—and what that means for Treasury yields nearing 20-year highs.

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Learn more

I invite you to explore my website to learn more about what sets RBC Wealth Management apart and why I've put my trust in RBC Wealth Management as my new business home.

Meet the team

Lisa Kevin Erin
Lisa Behun

Lisa Behun

Managing Director - Financial Advisor

619-209-0526
Kevin Wilson

Kevin Wilson, CFA®, CIMA®

Vice President - Senior Financial Associate

858-550-5150 619-209-9675
Erin Marshall

Erin Marshall

Senior Client Associate

858-550-5124 619-556-9371