Cast...Develop...Deliver

We are a little different here

My entire focus each and every day is to take the time to fully understand your critical life outcomes and to be your guide to navigate the ever-changing financial world. Drawing from my in-depth knowledge of the financial markets, my mission is to create a client experience built on quality service, a unique personal relationship and the development of a sustainable investment strategy to meet your needs. Simple put, my focus is to cast a vision, develop a plan, and deliver results.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

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 »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, contact me.

Latest Insights

Couple doing taxes

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic imp

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Bulletin Board

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.