Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus
During my years as a financial advisor, I’ve learned that while every client has a distinct set of needs and goals, one thing is constant: as their level of success increases, so does the complexity of their financial situation.
That’s why my team and I specialize in unwinding even the most tangled financial webs—because we want to help you focus on enjoying your wealth rather than worrying about it. We invite you to view the video below to learn more and contact us today to discuss how we can help you unlock the potential of your wealth.
I am very proud that I have been named one of 2018 Forbes/SHOOK State-by-State Top Wealth Advisors. It’s an honor to have been nationally recognized as one of the best in the industry—because it means I am serving my clients well.
Economic growth that seems to have plateaued and an unwelcome embrace of populism have turned the investment case for European equities more opaque. Read the full economic outlook in the latest edition of Global Insight.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
October 23, 2017
Stay or roll? Understanding your retirement distribution options
October 20, 2017
Active Allocation Portfolio: Ideas for Global Asset Allocation
July 16, 2018
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.