Retire from work – not life


Strategy. Execution. Success.

My business is focused on retirement planning with an emphasis on customized portfolio management for clients. I am dedicated to helping my clients achieve their goals, and I strive to empower and educate them so they feel confident about the decisions we make together.

Prosper US Spring 2023 CoverRead the latest from Prosper•US

The spring issue of RBC Wealth Management’s Prosper·US magazine features stories about how the women of RBC foster a culture of growth and support for their colleagues and clients. Read about the power of strong mentors and sponsors, the importance of succession planning and tips on everything from beach reads to summer essentials. Read the spring 2023 edition.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  If you are not currently a client feel free to contact me and set up a meeting.

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Latest Insights

Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

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