The best returns are more than financial

Financial freedom starts here

Optimizing the client experience is our goal.  I am passionate about building deep, life-long relationships with my clients and their families.  I present clear, competent financial and investment advice.  Understanding my client's long-term goals, unique financial situation, and risk tolerance provide the foundation for my financial planning process.  I strive to provide a customized solution to all of my client's financial needs through the combination of my experience with the technology and global resources of RBC Wealth Management.

Honored to be a Forbes Best-in-State Wealth Advisor

I am very proud to be recognized as Forbes Best-in-State Wealth Advisor in 2022, 2023, and 2024. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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.

Let's start the conversation

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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.

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