First Vice President - Branch Director, 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.
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.
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.
Janet Engels and Tylar Lunke discuss the Fed’s recent actions, market volatility, and what they think is in store for investors.
May 10, 2022
Social Security: At a glance
Safeguarding your financial information
August 24, 2022
Trend & cycle roadmap
September 26, 2022
September 8, 2022
Global insight weekly
July 12, 2022
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.