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 and 2023. 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 Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  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

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

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.