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

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

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

Learn more about tax credits and tax deductions, including how they work, how they affect taxable income, and which is better.

Tax credit vs. deduction: What's the difference and which is better?

Would you prefer a tax credit or a tax deduction? https://finance.yahoo.com/personal-finance/taxes/article/tax-credit-vs-deduction-224610939.html

Read More
When retirement is in reach, financial planning gets serious — and there's a heightened risk of making serious mistakes, too. Here are five common slipups.

5 Mistakes to Avoid in the 5 Years Before You Retire, From a Financial Planner

Some good tips here... https://www.kiplinger.com/retirement/retirement-planning/mistakes-to-avoid-in-the-years-before-you-retire

Read More
The U.S. Supreme Court decision on IEEPA tariffs may appear to be a major blow to the U.S. administration’s trade policies, but its agenda can be pursued...

US Supreme Court Ruling on IEEPA Tariffs: Implications for Inflation | RBC Economics posted on the topic | LinkedIn

SCOTUS overturned IEEPA tariffs—does that end the administration's trade agenda? RBC Economics breaks down the alternative paths and what it means for inflation.

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

Please fill in all the mandatory fields. 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 form.

*Required fields

Latest Insights

Woman watching stock charts

A mature but still intact equity bull market

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

Read more