Integrity, Investment, Planning

How I serve you

Drawing on over a decade of experience working with high net worth families, I lead my clients through designing and implementing a comprehensive wealth management strategy based on their needs, goals, and aspirations. I take personal responsibility for the overall relationship with every client and their families.

  • Goals based planning – Developing a personalized comprehensive wealth strategy
  • Investment advice – Thought leadership to help navigate current and future markets
  • Planning - Create a legacy that passes on your values and assets

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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Plan ahead for your required minimum distributions (RMDs) as they impact your gifting and estate plans. Let’s discuss. Call me to schedule your annual wealth planning checkup.

Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!

Family values regarding finances matter and, perhaps surprisingly, are important across the generations. A recent RBC Wealth Management survey found there’s not a generation gap! Message me to learn more.

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

Newton's cradle

A central bank at rest tends to stay at rest

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

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Let's start the conversation

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