Managing Director - Financial Advisor, Senior Consulting Group
We understand the complexities of the financial markets, and the importance of helping our clients successfully navigate them. It’s critical that our clients have full trust and confidence in our ability to serve as their primary wealth advisor. This is something we earn by combining our disciplined approach to investment portfolio management with a comprehensive wealth management planning process. Our clients receive frequent, concise communication. The advice offered is unbiased, non-proprietary, and independent. They know we are steadfastly focused on achieving their financial objectives, while offering an exceptional client service experience.
I am very proud to be recognized as a Forbes Best-In-State Wealth Advisor in 2021, 2022, 2023 and 2024. I have also been recognized as one of Barron’s Top 1,200 Financial Advisors in the country in 2024. I am pleased to be a part of these respected groups—because it means I’m serving my clients well.
As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.
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