General Info

My Mission is to help individual investors and business owners achieve financial success. I am passionate about building deep, long-term relationships with my clients in order to assist them in the development & implementation of personalized, comprehensive wealth accumulation and income planning solutions to achieve their financial objectives. I understand the importance of a financial road map. I believe a strategic and holistic approach is at the very core of establishing and defining individualized goals. By tailoring a holistic approach, this allows for the personalized ongoing adjustments necessary to stay on track during the ever challenging markets and economic environments that effect our investments. Implementing this detailed process allows for successful investing. We are proud to share that RBC Wealth Management was ranked "Highest in Investor Satisfaction With Full Service Brokerage Firms" in the J.D. Power and Associates 2011 Full Service Investor Satisfaction StudySM. Indeed, receiving this honor reflects our steadfast commitment to putting clients' interests first, as well as our firm’s leadership in restoring the investing public’s confidence in the financial system and markets