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.

Community involvement

My mission is to build these communities and help lift them up to increase opportunities for economic development, entrepreneurship and homeownership. Read more about my community involvement here.

Social Media

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Managing your day-to-day cash is essential to wealth planning. Make sure your cash is working for you. Reach out to discuss our cash sweep options with competitive rates. https://docs.rbcwealthmanagement.com/us/03430-Cash-Sweeps.pdf

Health Insights: Navigating Trending Healthcare Topics

Ease the stress of emergency medical treatments, especially while away from home, with these tips. https://www.pinnaclecare.com/highlights/blog/emergency-room-tips/

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This Is the No. 1 U.S. City People Want to Move to in 2024 — and It Has the Largest Retirement Community in the World

While housing costs are a consideration, Americans are willing to relocate to a destination where real estate prices are not necessarily the lowest.

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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.

Son - cowboy outfit

Saddle up for wealth planning: The youngest cowboy in town

Celebrate my son's second birthday with me and discover key financial steps for your youngsters. Read more >

Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Let's start the conversation

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