Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
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.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
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.
Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.
May 10, 2022
Social Security: At a glance
Safeguarding your financial information
May 7, 2025
Trend & cycle roadmap
June 1, 2023
Global insight weekly
July 10, 2023
Investor's Edge
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.
