First Vice President - Financial Advisor, Portfolio Director Group
I provide financial solutions to individuals and their families. Through a comprehensive approach to managing assets, I address my client’s specific needs, including retirement planning, college funding, and retirement income. Investors benefit from my customized approach to managing their assets because it addresses their current financial needs and their long-term goals.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Learn more about the team.
May 7, 2025
Trend & cycle roadmap
August 18, 2025
Market week
May 10, 2022
Social Security: At a glance
The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?
On the green successful golfers take unique approaches to each shot. When it comes to your financial future, I take a unique method to envisioning your customized approach. You'll receive dependable guidance to help you achieve your wealth goals. Contact me today to learn more.
