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 - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

Social Media

View my social profiles on

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

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?

Read More

RBC Capital Markets U.S. Municipal Finance group ranked No. 2 lead manager on negotiated new issues for 2024. Reach out to me to learn more about how this tax-advantaged product benefits client portfolios.

Help protect all the things you’ve worked hard to acquire from loss, like your homes, autos, watercraft, aircraft and collectibles. Ask me about our RBC Echelon partners that advise on risk management strategies for your multiple properties and high-end collectibles.

Interested in tax-advantaged investments? RBC Capital Markets is a leader in the issuance of municipal bonds which provide diversified investments and tax advantages to high-net-worth and ultra-high-net-worth individuals

RBC Capital Markets U.S. continues its strength in the municipal bond market with 354 negotiated deals as #2 lead manager in 2024, helping RBC Wealth Management clients build diversified and tax-advantaged portfolios. https://docs.rbcwealthmanagement.com/us/3689-strength-in-the-municipal-bond-market.pdf

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

Woman reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

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