I serve as my clients’ central figure to strategically manage the four key areas of financial wealth: accumulation, protection, conversion and ultimately, wealth transfer. I am extremely skilled in generating wealth, preserving capital, liability management, creating lifetime income streams and tax-efficient transfer of assets.

My process

I have a disciplined wealth management planning and investment process that is designed to optimize returns while minimizing risks and work closely with my clients’ legal and tax advisors to effectively implement a holistic approach to wealth management. My process includes:
  • Understanding your financial objectives – I begin by listening to understand you and your financial objectives.
  • Gathering your current financial information – Together, I gather specific information on your financial picture.
  • Developing smart, time-tested strategies – Next, I analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing thoughtful and creative solutions – I develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service – I regularly review your situation to help ensure your financial objectives are being met.

Educating future generations

To many of my clients, knowing their legacy will carry on through their children and grandchildren is just as important as meeting their current financial goals. I often work with the children and grandchildren of my affluent clients to impart the knowledge necessary for responsible management and stewardship of inherited wealth. Contact me today to learn more about important financial conversations for young adults and to discuss how I can help you create a lasting legacy.

Let's start the conversation

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Trust Consultant


Wealth Strategist

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994


Vice President – Senior Banking Advisor