Personal relationships and global resources

I manage wealth for families, but equally as important for clients and prospects, I help create wealth and continue to build up existing wealth through RBC's vast network of resources and capabilities. Learn more about us and our client strategies team. 

About RBC Wealth Management–U.S.

Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management had $640 billion in total client assets (as of October 31, 2024) with more than 2,200 financial advisors operating from 192 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.

My personal wealth management approach

What is wealth management?

Wealth management is the holistic approach to working with a client's total financial life.  This can include (but is not limited to)

• retirement analysis
• portfolio recommendations
• insurance reviews
• estate planning services
• education planning for children and grandchildren
• annuity reviews
• income planning during retirement

I focus on providing wealth management solutions to clients nationwide with a full range of solutions:

• investment
• trust
• credit
• cash
• planning
• insurance
• asset management

I bring over 25+ years of experience, expertise and commitment working with professionals and their families.  I use a consultative process to gain a detailed understanding of your deepest values and goals.  Together, we then employ customized recommendations designed to address each client's unique needs and goals beyond simply investments.  Economic and market trends are making it harder and harder to compete on performance alone.  Clients need relationship-oriented, goals-based, holistic wealth management.  They need to do business with firms and advisors whose values and principals mirror their own.  That is what sets me apart and I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations.

Have you switched jobs recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

Create a legacy that passes on your wealth and values

A significant wealth transfer is underway as baby boomers pass on their accumulated wealth to younger family members. By 2048 an estimated $124 trillion* is set to change hands in the U.S.

As wealth changes hands from one generation to another, RBC Wealth Management is positioned to help families plan and communicate so the transition is about money and values for an impactful, long-term legacy.

When it comes to a wealth transfer mindset, RBC Wealth Management learned from conducting a 2024 survey that individuals, regardless of age, similarly prioritize family harmony and family values. Perhaps surprisingly, a generation gap did not exist between baby boomers, millennials and Gen Xers.

Our wealth transfer survey also found that the keys to successful wealth transition are trust and communication, heir preparedness and alignment of family values around wealth. To help you, we created a new wealth transfer insights guidebook. Access the guide now to get started.