Let me help you grow more than wealth

How I can serve you

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.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more