Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
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.
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.
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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 30, 2017
Social Security: At a glance
October 20, 2017
Help Parents Organize Their Finances
January 17, 2020
Global Insight Weekly
Saving for College? Consider 529 Plans
Trusts: A Wealth Transfer Strategy
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