How we serve you

My team and I believe in maintaining a service offering that is unique, unmatched and irreplaceable. We take the needed time to create and maintain long-term client relationships by understanding of each client’s wealth strategy and investment tolerance. We are focused on family values, with an emphasis on connecting with all of our clients and their loved ones. When you have helped clients for as long as we have, you develop a system that revolves around listening to clients, staying current on all industry trends and events and loving what we do. For over 28 years, we’ve managed investment portfolios with an emphasis on appropriate balance, diversification, goal-based risk tolerance and return objectives.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your traditional or Roth IRA contributions before you file your taxes. You can make your 2023 contributions until April 15, 2024, and you may lower your tax bill. The limits are $6,500 or $7,500 if you’re 50 or older.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact me to discuss the possibility of maximizing your 2023 traditional and Roth IRA contributions before April 15, 2024.

Personalized service, with your goals in mind


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.

 

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.

  • 2023, 2022, 2021, 2020 Forbes Best-In-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 you choose to add—–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.

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.

 

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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.

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 want to discuss your portfolio or have financial questions, please fill out the below form.

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