The best returns are more than financial


Enhance and protect your wealth

My goal is to be a trusted advisor to my clients both in portfolio management as well as complex life planning opportunities. In addition to offering clients attractive solutions to their financial needs, I provide independent, objective and sophisticated wealth counsel which supports my belief in being an advocate on behalf of my clients.

Proud to be a national award-winning advisor

I am very proud to be a Top Women Wealth Advisor Best-In-State award recipient in 2024 because it means I am serving my clients well.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
Read more (SECURE 2.0 Act)

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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