We do what we say we're going to do

Who we are - Our focus is highly effective personalized planning and wealth management consulting.

What we do - Coach, lead and advise clients to financial decisions that can lead to higher levels of financial security and less financial stress.

Why we do it - A desire to help clients reduce stress in their lives around financial issues, so they may focus their attention on the things that are most important to them and live their best lives.

Connect with us -  If you are a business owner, pre-retiree, or family in need of a true financial coach to help drive your long-term financial success.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

My client commitment

I will:

  • Pay attention to your particular needs and situation.
  • Not chase short term gains for long term regrets.
  • Adjust our approach according to your life needs.
  • Keep my word to you.

I will not and cannot:

  • Predict the future.
  • Execute perfect market timing to avoid all risk.
  • Beat indexes year after year.

 

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

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 »

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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.

Let's start the conversation

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Learn more about us

Read our bios here

Sean Frelke

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

image of Caroline Theobald

Caroline Theobald, APP

Registered Client Associate

David Tingelstad, CFP®

Senior Investment Associate

Learn more about RBC WealthPlan