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Value statement

I help affluent individuals, corporations, endowments, and retirement plans reach their investment objectives. I work with and for you as your investment advocate.


Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

New Investors’ Nook: Is K-12 tuition keeping you up at night?

For young families, the cost of private education can feel overwhelming. However, 529 plans offer a powerful solution. These tax-conscious accounts aren’t just for college—they can cover K-12 tuition too, providing a strategic way to ease the burden.

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