Senior Vice President - Financial Advisor, Portfolio Director Group
I primarily serve affluent individual investors and their families. By teaming with RBC Wealth Management, my Registered Client Associate, Aimee Funk, and I have significant resources available to help provide innovative strategies and solutions that are specifically tailored to meet the needs of each of our clients. We are unwavering in our belief that our fiduciary responsibility is first, foremost, and primary to the trust we share with our clients. The following is a list of services available:
I believe that the most effective way to successfully invest in historically volatile markets is to be invested in a broad and diversified range of asset classes which would include equities, fixed income, alternative assets, and cash as appropriate given each client’s unique risk tolerance, time horizon, and financial goals.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 10, 2022
Social Security: At a glance
June 23, 2025
Market week
May 7, 2025
Trend & cycle roadmap
The cycle of market emotions
Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.