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 Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

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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

Stock market guy

Equity bull cycle intact but rising rates and deteriorating breadth are a concern

The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.

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