Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus
While the landscape may differ from location to location, the people we serve share many similarities. They are family-oriented and civic-minded. They work hard and are careful with the wealth they have accumulated. They are down-to-earth and insist on honest, straightforward business relationships and recommendations. They go the extra mile to do a job right — and expect their financial advisors to do the same for them.
We share these values with our clients. While our work involves money, we view it as a job to help your family accomplish their goals, and hopefully, sleep easier at night. Perhaps these are reasons why our clients choose us over other financial advisors. We enjoy a different set of priorities that puts the focus on your family and helping them. It’s not just about making money, but also ensuring your family is secure.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.