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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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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3 Lifestyle Changes for Clients Who Are New to Wealth - Aquilance

Extend your wealth with these three simple lifestyle changes. Learn how: https://aquilance.com/3-lifestyle-changes-for-clients-who-are-new-to-wealth/

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The new issue of Investor’s Edge just published. Learn about investment strategies for biodiversity, turbulent times, retirement income planning and gift giving. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

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

Oil derricks at sunset

Energy stocks: A hedge to rising geopolitical risk

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Let's start the conversation

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