Senior Vice President - Financial Advisor - Senior Consulting Group
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.
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.”
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.
Read GI Monthly »
Owning a business can put not only your company's finances at risk, but your personal finances as well.
December 14, 2017
About the CFP®
May 10, 2022
Social Security: At a glance
May 18, 2022
Plan for your financial future
May 20, 2022
Frequently Asked Questions About Distributions From Retirement Accounts
May 31, 2022
Wills, probate, and estate settlement
May 26, 2022
Retirement plans for businesses
Online Account Access