Senior Vice President - Financial Advisor - Consulting Group
I provide wealth management services to a select clientele of successful individuals and their families. I guide my clients through the various stages of wealth, helping them grow and preserve their assets over multiple generations.
My aspiration is to build long-lasting, meaningful relationships based on trust, integrity and superior client service.
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.
Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.
No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
" An investment in knowledge pays the best interest. "
September 3, 2021
Wealth Monitor Newsletter
May 10, 2022
Protecting your identity
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
Social Security: At a glance