Charting your course to financial freedom

Welcome

I work with business owners, retirees, executives and their families to design a custom-built plan to help simplify their financial lives and live their ideal lifestyle. I do this by guiding clients through a seven-step process that develops a mutual understanding and includes regular plan reviews.

Investment philosophy

After determining your goals, I use your interview responses to determine your volatility comfort zone. I do not have a one-size-fits-all solution. Since everyone has their own tolerance for turbulence, I customize your portfolio with the goal to limit it for your volatility comfort zone and possibly use investments you already own so you do not incur additional charges.

We try to limit volatility by using Modern Portfolio Theory — a scientific formula that determines the proper mix of stocks, bonds, cash and sometimes alternative investments — with a tactical slant. The key to this program’s success is remaining disciplined to maintain the proper allocation, and rebalancing on a regular basis so we naturally “buy low and sell high.”

 

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

Global Insight Monthly

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, view my contact page.

Social Media

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Wishing you a joyful Easter filled with hope, renewal and moments spent with the people you love. May this season bring fresh perspective and bright days ahead. #Easter #HappyEaster

In the 1970s, bacon cost between 82 cents and $1.65 per pound. Adjusted for inflation, that's $7.09 to $7.89 — higher than today's price of $6.90 per pound.

The Unexpected Cost Of Bacon In The 1970s Vs. Today - Money Digest

Bacon as a measurement of inflation? https://www.moneydigest.com/2130464/unexpected-cost-of-bacon-1970s-vs-today/

Read More

There's something powerful about gathering around the table with the people who matter most. During Passover and throughout the year, these moments of connection remind us what truly matters. Wishing everyone celebrating a beautiful holiday with those you cherish.

"I can't change the direction of the wind, but I can adjust my sails to always reach my destination."

- Jimmy Dean

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Latest Insights

Calm man

Coping mechanisms for equity market volatility

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

Read more