Helping you grow more than wealth

How I serve you

My practice focuses on providing solutions, simplicity and service to help clients integrate their financial lives with their personal lives. I deliver trust department levels of service with investment flexibility and an emphasis on preserving wealth.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA+3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Social Media

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Shared values aren’t just something we talk about. They’re what turn neighborhoods into communities and communities into something we’re all proud to call home. That’s why we’re excited to support this year’s MLS All-Star Hometown Heroes. Each nonprofit organization was nominated and voted on for their exceptional work across the Carolinas. Learn more about the 2026 Hometown Heroes: https://www.rbcwealthmanagement.com/en-us/community/insights/four-charlotte-nonprofits-to-be-honored-at-the-mls-all-star-hometown-heroes-showcase-presented-by-rbc-wealth-management?utm_source=third_party&utm_medium=organic-social&utm_id=828011&utm_content=3270553&utm_campaign=research-and-insights

Did you know the best bucket list moments don’t just happen? They’re planned for. Meticulously. And that makes the payoff, whether it’s at the beach, the mountains or some far-off destination, all that much sweeter. ???????? ???????????? ???????? ???? ??????????????. Let’s chat about how to make it happen.

Wishing you and your family a safe and meaningful #????????????????????????. #?????????????????????????????? is a reminder of what truly matters: freedom, community and the people we hold dear.

Latest Insights

AI datacenter

The commoditization of AI models and compute

Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

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