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

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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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In observance of Martin Luther King, Jr. Day, let’s reflect on Dr. King’s enduring vision, a world rooted in freedom, justice and unity. His dream reminds us to act with purpose, lead with empathy and build communities where all thrive. #MLKDay

On #MLKDay, we honor Dr. Martin Luther King, Jr.’s visionary call for equality and justice. His “I Have a Dream” speech continues to inspire us to build a better future. At RBC Wealth Management, we’re committed to advancing inclusion and community empowerment, today and every day.

The majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.

Latest Insights

Narrow path

The “Great Narrowing”: S&P 500 concentration

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

Read more

Let's start the conversation

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