Senior Vice President - Financial Advisor, Senior Consulting Group
Individuals and their families are my main concern. My mission is to help you achieve and maintain financial security and peace of mind. I accomplish this by providing my clients with a high level of service that meets, and often exceeds, their expectations. Investors benefit from my customized approach to managing their financial assets. I address client's current financial needs while working to achieve their long-term goals.
RBC Wealth Management was voted a winner in the best wealth management firm category, recognizing our abiding commitment to customers, exceptional service and ability to execute.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.