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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

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Middle East: Ongoing conflicts, inescapable effects

Oct 23, 2026 | Kelly Bogdanova

While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.

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multigenerational family meal

Four ways to pass down your family home to your children

Oct 22, 2026 | RBC Wealth Management

Key considerations for choosing how to transfer your family home to the next generation.

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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

Long bonds light a short fuse

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

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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