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
  • Standard & Poor's 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.

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?

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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

View my social profiles on

Did you know each gift of up to $17,000 is excluded from gift taxes? This is a great way to help a relative with medical bills or gift your child or grandchild money that they can use to fund their IRA ($6,500 per year).

If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options.

External self-talk reveals something about your personality.

The Surprising Benefits of Talking Out Loud to Yourself

Huh? Talking to yourself can be seen by others as strange, but is that true? Read what some experts think.

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

- Jimmy Dean

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Latest Insights

Woman writing Christmas cards

Want to make financial gifts to family or charity? Here’s how

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

Read more