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 »

Social Media

View my social profiles on

Happy Earth Day! Do something to help support the planet, like picking up litter or planting a tree.

Did you know wealth planning can be impactful regardless of how many assets you already have? Careful planning is still needed to maintain wealth across generations. I would love to help you create a plan that will help your wealth transfer for generations to come.

When is the best time to start collecting Social Security? Reach out to me to discuss your retirement planning and income questions.

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

Read 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

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields