Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I am a financial advisor and portfolio manager based in Washington, D.C. I advise my clients in developing and achieving their wealth accumulation, retirement and legacy goals. My clients include business founders, senior executives, self-employed professionals, next-generation family members and institutions such as endowments and trade associations. I have also developed expertise in helping women navigate the special set of circumstances that they encounter.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.
