Senior Vice President - Financial Advisor, Consulting Group
My purpose is to help determine how Clients can pursue their lifelong financial goals and objectives through the proper management of resources.
I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of RBC to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I develop relationships intended to last a lifetime.
My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design, implement and periodically analyze a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. My wealth management approach is about using wealth to help turn goals into reality. In the process we’ll develop your own personal/family index that is can bs used to help measure your success.
Identity theft. Fraud. Scams. Seniors and vulnerable adults may be victimized in many ways. At RBC Wealth Management, we are committed to protecting you and the people you care about from these risks. Please contact me for more information and help determining next steps for your personal situation.
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.
While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.
Recognizing organizations that lead the way in serving underrepresented individuals and communities.
