Helping you grow more than wealth

How I serve you

Financial planning for attorneys and business owners is my passion because I enjoy working with successful people who have unique opportunities to convert their talent and determination into the wealth and lifestyle they desire. Through my education at world-renowned institutions and my business and investment experiences, I have developed a truly differentiated ability to deliver value to my clients that is meaningful to them.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

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

Latest Insights

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Global Insight 2026 Midyear Outlook: United Kingdom

UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.

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