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

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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

View my social profiles on

If you own a business, your biggest financial questions may sound something like this: •What's my business worth? •When's the right time to sell? •What transition option fits my goals? We've got a resource built around exactly those questions. Let's talk through it together. #BusinessOwners #WealthPlanning #RBCWealthManagement

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If you own a business, your biggest financial questions may sound something like this: •What's my business worth? •When's the right time to sell? •What transition option fits my goals? We've got a resource built around exactly those questions. Let's talk through it together. #BusinessOwners #WealthPlanning #RBCWealthManagement

Read More

If you own a business, your biggest financial questions may sound something like this: •What's my business worth? •When's the right time to sell? •What transition option fits my goals? We've got a resource built around exactly those questions. Let's talk through it together. #BusinessOwners #WealthPlanning #RBCWealthManagement

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

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Latest Insights

Federal Reserve

Kevin Warsh launches his own Fed renovation project

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

Read more