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

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

Read more

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