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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

Latest Insights

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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