Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Customized strategies & attentive service

My goal as a financial advisor is to help you achieve and maintain financial security and peace of mind. I tailor my approach to each individual investor as we address current financial needs and work to achieve long term goals while continually keeping excellent service at the forefront of all I do.


Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searchingfor your tax documents. Take a look at the table below for estimateddistribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary





(tax year 2024 - revision 1)
On or about March 16, 2026
Revised 1099 Tax Information Summary





(tax year 2024 - revision 2)
On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary





(tax years 2021 – 2024)
*Please note that timing is subject to change.
Monthly beginning May 2026

Meet the team

Learn more about us.

Twin Cities Best of Business 2024 winner logoTwin Cities Business 2024

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.

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Take the next step

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.