We take the time to learn about you.

Welcome guests!

I am a local financial advisor in Wilmington, Delaware. I offer traditional brokerage, wealth management planning and fee-based asset management to clients across Delmarva. Learn more about me and my practice.

Please follow the links on the left to see our latest seminars, newsletters and research. I accompany my clients as their guide through financially challenging and rewarding times in their lives. Please call me today to review your wealth management plan and to organize your records. 

Featured

photo

Celebrating 20 Years at RBC Wealth Management

Wed Jun 18 15:40:00 GMT 2025 | C. Michael Luck

Read more
photo

Celebrating 20 Years at RBC Wealth Management

Wed Jun 18 15:40:00 GMT 2025 | C. Michael Luck

Read more

Latest Insights

Cargo inspector

The numbers behind U.S. tariffs

Sep 26, 2025 | Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

Read more
Older couple sitting with their daughter in their living room looking at accounts on a tablet and discussing finances.

The Great Wealth Transfer and its impact on philanthropy

Sep 19, 2025 | RBC Wealth Management

By involving heirs in philanthropic decisions today, families can create a clear path for continuing their charitable legacy.

Read more

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Contact me

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Bulletin Board

Social Media

View my social profiles on

{{ modification_required(instruction="This image is here to use with your own post copy. Replace this text with your post, and submit for approval", value="Kids are precious: Invest in their future. Call me today to talk about different savings options.") }}

Retirement expert Teresa Ghilarducci explains why the "work longer" consensus is failing Americans and what solutions actually work.

Working longer won't save your retirement, expert warns

Experts say that working longer does not guarantee a financially stable retirement.

Read More

In moments of market volatility, it's natural to have questions. That's when experience matters most. I’m here to provide clarity, reassurance and strategies designed to help protect and grow your wealth through every market environment. Reach out with your questions.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields