First Vice President - Financial Advisor
Using traditional values and contemporary strategies, I build and manage portfolios for individuals, families and trusts. I am dedicated to providing clients with a high level of service and am prepared to assist in all aspects of their financial needs, including wealth management planning, asset allocation and retirement/college funding. This is done by establishing objectives, implementing strategies and maintaining contact with clients to the extent desired.
I help clients create peace of mind and financial security for themselves and their families. I provide a high level of service that meets and often exceeds clients’ expectations. During my 20 years in the business, I have customized an approach to managing wealth that helps address the very specific financial goals of each client and their concerns for risk.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.
