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

Imbalancing act

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 »

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.