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 25, 2025
Market week
May 10, 2022
Social Security: At a glance
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
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.
