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.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
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.
A mid-year review can be a perfect time to reassess and adjust your financial strategy.
