Vice President - Branch Director, Private Client Group
I focus on helping clients to create a long-term plan to grow, protect and transfer their wealth by providing personal client service and the understanding of each client’s goals. I strive to simplify my client’s financial lives by developing customized solutions designed to generate the necessary income to sustain the lifestyle they deserve now and in retirement.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
October 23, 2017
Social Security At-a-glance
Safeguarding Assets for the Elderly
December 10, 2018