Helping you grow more than wealth

How am I different?

The cornerstone of my client relationships is my ongoing commitment to provide behavioral coaching and structured communication throughout their journey to financial success.  In doing so, I help individuals and families to craft and follow personalized wealth management plans that are designed to achieve their long term financial goals. 

In my practice I have placed an emphasis on helping families on a multi-generational basis.  I help them navigate the challenges unique to each generation: preparing for and enjoying retirement, protecting their family, navigating financially after the loss of a spouse, transferring wealth to future generations.  I strive to be a primary resource to those in the Sandwich Generation who find themselves assisting aging parents while still raising a family.  Through experience, training and a passion for financial well being, I help my clients obtain the peace of mind they deserve.

Learn more about RBC WealthPlan

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Theresa and Jennifer

Learn more about us

Latest Insights

engagement ring box

The cost of marriage: Money-related reasons couples wait

A growing number of Americans are waiting to get married, with some couples choosing to skip the nuptials altogether to protect their wealth.

Read more

Bulletin Board