First Vice President - Branch Director, Consulting 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.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear 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
July 22, 2024
Market week
Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.