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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. 

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Celebrating 20 Years at RBC Wealth Management

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

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Celebrating 20 Years at RBC Wealth Management

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

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Latest Insights

Repairing a pothole

U.S. fiscal policy potholes

Aug 20, 2026 | Atul Bhatia, CFA

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

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Conversation

Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Aug 14, 2026 | Matt Heerey, CIMA®

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

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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

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in Global Insight Monthly

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

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Leave a legacy of clarity rather than confusion, chaos and conflict. Have the talk with your heirs about family wealth and its intended purpose. I can help you start the conversation to create a legacy that passes on family finances, values and harmony.

Wealth transfer is about more than money. It’s about your family legacy and aligning your priorities, passions and values with the next generation. Our new wealth transfer report can help you create a family legacy that spans generations. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

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Watch out for “sweetheart” scams. Romance scammers prey on your emotions. Be wary of quick professions of love, urgent requests for money and inconsistent stories. Safeguard your emotions and your finances. Check out this guide to learn more.

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