Senior 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.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
