Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
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 contact us form.
Social Media
See footer below for group’s social profiles >
Did you know, there are charitable giving benefits outside of annual year-end gifting? Check out matching-gift options through your company. Message me to discuss more gifting strategies.
On this Earth Day, let’s reconnect with nature and appreciate our planet's beauty and resources. It's a perfect day to start new habits, whether it’s cycling to work, using less plastic or supporting local conservation efforts. Every step makes a difference for Earth.
We discovered the cost of health care remains a top concern for both those approaching retirement and retirees. Let’s connect and plan for your future.
Extreme Weather: Understand the Ripple Effects on Your Insurance
Feel more at ease when planning protection for your property and your loved ones in an unstable climate. Read about insurance strategies here: https://www.usi.com/executive-insights/executive-series-articles/featured/personal-risk/q1-2024/extreme-weather-understand-the-ripple-effects-on-your-insurance/
Read MoreRBC Capital Markets’ U.S. Municipal Finance group ranked #1 lead manager on negotiated new issues for 2023. Learn more about this achievement. https://docs.rbcwealthmanagement.com/us/3689-strength-in-the-municipal-bond-market.pdf
The new issue of Investor’s Edge just published. Learn about investment strategies for biodiversity, turbulent times, retirement income planning and gift giving. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf