Senior Vice President - Financial Advisor, Portfolio Director 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 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.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.
