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

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Social Media

View my social profiles on

Want to help raise money-savvy adults? Reach out to me for financial education resources for youth, teens and young adults.

Catch up on contributions now. If you’re 60-63 years old, you may have the option to utilize a greater catch-up contribution limit. Message me to learn how you may be able to save more for your retirement.

Help safeguard your financial assets by naming a trusted contact person whom we can contact if we’re having trouble reaching you. Assigning one is easy. Let's connect to discuss.

Happy Presidents’ Day! Did you know this U.S. holiday started in honor of first president George Washington’s birth date of February 22, 1732?

Digital screens are pervasive at work and in homes and schools stores. The American Optometric Association says an estimated 104 million Americans of working...

Screen breaks and the right desk setup offer relief from work-related eye strain

Too much exposure to screens can lead to issues with your eyes and vision. Read more about how to reduce eye strain caused by spending so much time looking at your digital devices.

Read More

Nearly 40% of Americans report their household would face financial difficulty within six months if a breadwinner were to pass away, according to the nonprofit LIMRA. Let’s connect today to review your life insurance coverage to help protect you and your family.

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

Businesswomen looking at computer

Focus on earnings season

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

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