Senior Vice President - Financial Advisor, Senior Consulting Group
I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.
Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. If you are not currently a client feel free to contact me and set up a meeting.
We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.
August 24, 2022
Trend & cycle roadmap
October 11, 2022
May 10, 2022
Creating a legacy through estate planning: Transferring wealth
Social Security: At a glance
Safeguarding your financial information
2021/2022 dollar limitations for retirement plans