It's not just your money. It's your life.

Welcome!

We dedicate ourselves to guiding our clients from their careers through their retirement years. We believes clients deserve:

  • personalized planning
  • ongoing support
  • and prudent strategies

so we dedicate significant time and resources to understanding our clients as individuals and craft a plan unique to their goals & priorities.

From our perspective, this multi-faceted approach helps clients feel prepared and protected for changes in their lives or the markets.

Our goal is to collaborate with our clients so they can achieve long term goals while thriving in their current lifestyles.  Whether you are planning for retirement, saving for education or building wealth, we are committed to being your trusted partner every step of the way.

 

Honored to be a nationally award winning advisor 

I am very proud to be recognized as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 and a Forbes Best in State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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Help safeguard your financial assets by naming a trusted contact person whom we can contact if we’re having trouble reaching you. Assigning one is easy. Let's connect to discuss.

Catch up on contributions now. If you’re 60-63 years old, you may have the option to utilize a greater catch-up contribution limit. Message me to learn how you may be able to save more for your retirement.

Did you know each gift of up to $18,000 is excluded from gift taxes? This is a great way to help a relative with medical bills or gift your child or grandchild money that they can use to fund their IRA ($7,000 per year).

Did you know that setting sound New Year’s resolutions can help you create a lasting legacy? This new year is the perfect time for us to connect and create or update your WealthPlan.

Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.

Should You Help Your Adult Children Buy a Home?

With current home prices and mortgage rates making it difficult for many young adults to achieve homeownership on their own, financial support from parents can make a big difference. Check out these ways parents of adult children can help without jeopardizing their retirement funds and goals.

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Explore the Global Insight 2025 Outlook, where we uncover wealth planning strategies tailored for various regions worldwide. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/insights/global-insight-2025-outlook.pdf

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Latest Insights

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Financial health and wellness - a reality checkup for the new year

Jan 10, 2025 | Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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