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.

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

Gold on a scale

Gold: More than meets the eye

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

Read more

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

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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