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

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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.

Latest Insights

Woman checking stocks

Technical update: Signs of rotation support rebalancing portfolios

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

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