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Welcome

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. 


Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Meet the team

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Latest Insights

Rock

The earnings bedrock

May 22, 2026 | Kelly Bogdanova

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabilizer.

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