Anne-Marie is a financial advisor who truly takes the time to understand the complexities of your life and your unique financial goals. While the numbers are important, she understands it’s the people at the center of the financial plan that matter most. Whether you are planning for retirement, building multigenerational wealth or refining an exit strategy for your business, Anne- Marie will bring together expertise and resources you need for successful execution of your plan.

Since joining RBC Wealth Management in 1998, Anne-Marie has guided clients through significant life and market changes, always keeping people at the center. Her father’s career as a financial advisor at RBC Wealth Management inspired her own path, and she’s grateful to have earned the trust of multigenerational families they served together. Today, she is proud to be helping the fourth generation of some of these families plan for their future.

Anne-Marie prioritizes continuous learning to expand her knowledge across areas such as estate planning, charitable giving, tax policy, portfolio construction, economic cycles and behavioral psychology. She wants to provide smart strategies and forward-thinking advice. When clients understand both the big picture and the smaller decisions along the way, it enables more thoughtful conversations about investing, spending and legacy planning.

Anne-Marie graduated in 1994 from the University of Missouri–Columbia with a degree in journalism. She credits this education for sparking her curiosity about people and a desire to know their stories. Anne-Marie earned the Accredited Wealth Manager designation in 2006 and the CERTIFIED FINANCIAL PLANNER® certification in 2012. Her contributions to the industry have received recognition, including as a 2026 Forbes Best-In-State Wealth Management Team and as a 2026 Forbes Top Women Wealth Advisors Best-In-State recipient.

Deeply committed to community service, Anne-Marie has been a member of the Zonta Club of Billings since 1999, serving in numerous leadership roles and on the board of the Zonta Club of Billings Foundation. She is also a 20-year member of the local United Way finance committee, has served on numerous nonprofit boards, coached soccer and volunteered at her children’s schools.

A married mother of two adult children, she is an animal lover with two small dogs. In her free time, she enjoys hiking, reading, traveling and discovering new cuisines and flavors with family and friends.