Personal relationships. Global resources.


We take the time to learn about you

I help individuals and families define and achieve their current and future financial goals. I offer my clients objective financial advice for accumulating and managing wealth prior to retirement. The financial choices I offer are truly unique and are tailored to the client’s specific risk and return profile. Once in retirement I present clients with strategies for converting wealth to income. Whether saving for education or retirement, or going through the estate planning process, I pride myself on making recommendations based on an individual’s specific needs.

Managing your money, making it grow, protecting it and using it to your best advantage can take considerable time and expertise. This is why many affluent people and families depend on financial advisors like me for professional assistance. Perhaps you are also looking for professional help achieving the results and minimizing risks.

I will work with you to develop strategies and deliver personalized solutions for accumulating, protecting and transferring wealth — in addition to using your wealth to help create an income stream during retirement. My methodical approach to providing wealth management services can help simplify your life.


Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Bulletin Board

Latest Insights

Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 | RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

Read more