First Vice President - Financial Advisor, Portfolio Director
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.
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
Read more in Global Insight Monthly
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
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May 7, 2025
Trend & cycle roadmap
September 14, 2026
Market week
May 10, 2022
Social Security: At a glance
Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.