Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Did you know tax season is a great time to brush up on your wealth plan? It can be an important aspect of your wealth strategy. Charitable giving can have tax benefits, and now’s a great time to plan for next year. Reach out for more ideas to help you reach your financial goals!

Wear pink April 9 to show your support for people who are bullied for being themselves.

With offerings across private equity, private credit, real assets and hedge funds, RBC Wealth Management offers a full spectrum of financial strategies designed to enhance your portfolio. Call me today for more information.

The process of navigating Medicare can be complicated and confusing. To ease your burden, RBC Wealth Management can connect you to an independent Medicare resource that will help you find a plan that’s right for you at no cost. Reach out if you'd like more information.

April action alert: Time to contribute to your Traditional or Roth IRA now. Take charge and boost your financial future. Let’s talk.

In the more than three decades since its genesis, the RBC Wealth Management Women’s Association of Financial Advisors (WAFA) has steadily grown, and fueled careers, mentorships and life-long friendships along the way. Read branch director and WAFA president Jackie Larson's take on how the women of RBC are empowered to effect change. #WAFAatRBC #womenofRBC #belonging #opportunity

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Wear pink on April 9 to show support for ending LGBTQ+ bullying.

Being proactive can make all the difference. Let’s schedule a time to discuss practical sources of liquidity so you can be prepared for the unexpected.

Where does your state rank?

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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

The White House with storm clouds behind it

Shock and tariff: Four key perspectives on the selloff

Extreme stock market corrections are difficult to endure. We answer key questions, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against the headwinds.

Read more

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