Senior Vice President - Financial Advisor, Senior Portfolio Director Group
We work side by side with our individual and corporate clients and take the time to understand their needs. Our goal is to leave no doubt in our clients’ minds that they are in the best spot possible with their assets. Once we determine what is needed, then we can build what is necessary. We bring logic that is easy to understand to the measurement of numbers. We take pride in our craft by tailoring customized solutions for our clients rather than just picking it off a rack.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
