My most treasured asset is my clients’ trust

Welcome!

Without question the greatest honor I have is working with you and your family, building your future, and your family's legacy. I strive to help my clients grow, manage and protect their assets while building long-term relationships and providing world class service.

I have been working with a broad range of individuals such as retirees, doctors, attorneys, business owners and business executives. All of these individuals have a number of things in common — one of which is they are all looking for a trusted advisor to act as their financial quarterback. I assist them with planning, implementing and monitoring a variety of wealth management solutions. Through the open-architecture platform of RBC Wealth Management, I customize solutions to meet their specific needs. With more than 16 years of wealth management experience, I understand the needs of my clients, listening past the words, to fully understand what they expect and how to better provide service.

Always core to my business is focusing on doing what is in my clients’ best interest. Client education, communication and customer feedback is an integral part of my practice.

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.