Personalized service, with your goals in mind


Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact me for more information.

Audio commentary: Coronavirus developments and market impact

As the COVID-19 situation continually evolves, this is a period of great uncertainty for all of us. To help make sense of these difficult times, we’re having a conversation with Janet Engels, Head of the Portfolio Advisory Group – U.S., on the economic impact of the outbreak and what this disruption means for financial markets, what we’re observing during these fast-moving developments, and what to expect from here. Please take a few moments to listen to this audio file. If you have any questions or need further guidance, please do not hesitate to contact me.

.

How I serve you

I have more than 25 years’ experience providing trusted financial advisory and concierge wealth management services to families, retirees, closely held business owners and corporate executives. I specialize in developing personalized strategic plans designed to provide clear solutions for retirement planning, investment management, risk management (insurance) and financial life balance.  In addition to my work as a trusted financial advisor, I also serve as the Branch Director of the Scottsdale RBC Wealth Management office where I am responsible for Branch Supervision and growing RBC’s presence in the Scottsdale market.

 

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact me if you have questions about your plans for retirement and the SECURE Act changes.

Proud to be a national award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • 2020 Forbes/SHOOK State-by-State Top Wealth Advisor
  • 2020 Barron's Top 1200 State by State Advisors List

 

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

A shadow of doubt?

The U.S. stock market seems to be a bit out of sync with the recovery paths for corporate earnings and the economy. The shadow cast by COVID-19 on profits and GDP growth could be longer than expected. We examine the paths back to normal for earnings and the economy, and the implications for equities. Read the full economic outlook in the latest edition of Global Insight.

 

Our commitment to children

At RBC Wealth Management, we are dedicated to improving the lives of the children in our homes and communities. We support our youth through the RBC Kids Pledge, a five-year, $100 million commitment to improving the well-being of 1 million children, our #RBCGolf4Kids campaign, and seven Race/Run for the Kids events across the globe that raise money for children’s charities. We are also happy to provide financial education materials to the children and grandchildren of our clients. Please contact us today to learn more about how RBC supports children or for tips on how to raise Money-Savvy Kids.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation Contact Me.

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields

Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact me today to learn more about RBC Credit Access Line and be prepared for the unexpected.

 

Latest Insights

How Fed policy is creating opportunities in high-yield bonds

The Fed is dusting off an obscure tool in an effort to keep Treasury yields low. We explore our shift to a positive outlook on high-yield bonds.

Read more

Bulletin Boards