Personal relationships. Global resources.


Value statement

Our team is dedicated to the highest standards of professional excellence utilizing a disciplined investment strategy and incorporating realistic return expectations. With a focus on providing superior, unbiased investment advice and unparalleled service, we actively manage individual accounts, retirement accounts, institutional accounts, trusts, corporations, foundations and various charitable institutions.

Our team is dedicated to implementing customized investment strategies designed to provide the service, solutions, and strategies needed to help preserve capital, maintain growth and prepare for the transfer of wealth. We bring a financial consulting discipline to the investment process and view our client relationships as life-long partnerships. We look forward to the opportunity to assist you with your wealth management needs.

Honored to be a nationally recognized wealth advisor

I am very proud to be recognized as one of Forbes Best-In-State Wealth Advisors in 2020, 2021 and 2022 and one of AdvisorHub's Advisors to Watch in 2022. I am pleased to be a part of these respected groups—because it means I’m serving my clients well.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of 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.

Latest Insights

Capitol building at sunset

Midterms and the market: Welcome back, gridlock

Nov 18, 2022 | |

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

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Beach with dark skies

What are the investment implications of a UK recession?

Nov 17, 2022 | |

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

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Insights into responsible investing - issue 9 cover

Using your family legacy to make a difference

Nov 16, 2022 | |

Giving money to charity; supporting causes you care about; making a positive name for your family in the community—there’s a lot of work that goes into developing a solid philanthropic giving plan, especially if the plan concerns your entire family.

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