Building trust through long-term relationships


Welcome

I provide financial solutions to individuals, families, and business owners and their employees. I consult on a spectrum of wealth management issues ranging from investments, insurance, retirement planning, education funding, and business succession. This is accomplished through a comprehensive and consultative approach in uncovering my client’s long term objectives and creating a plan to fit those needs. My clients benefit from a high level of service, objective advice and a trusting long-term personal relationship.


Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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Are you on the right path to retirement? Contact me for a consultation.

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Latest Insights

Financial advisor reviewing life insurance options with a young couple.

Insurance coverage: Four life stages you need to prepare for

Sep 15, 2025 | RBC Wealth Management

Protection needs evolve over time. Make sure to revisit your strategy for financial coverage as you move through life.

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