Welcome to my website!

I strive to build valuable relationships with my clients and deliver outstanding service to help them achieve their goals. Together, we will create a customized wealth management plan to help meet your needs and prepare for the future. Please give us a phone call  when we can be of assistance. You can reach me on my direct line at (515) 225-4543.  My assistant Roxane can be reached on her direct line at (515) 225-4515 or Lucas on his direct line at (515) 225-4518.

Sam Burns crouching on golf course

We see things differently

On the green successful golfers take unique approaches to each shot. When it comes to your financial future, I take a unique method to envisioning your customized approach. You'll receive dependable guidance to help you achieve your wealth goals.  Contact me today to learn more.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

Global Insights 2024 OutlookGlobal Insight 2024Outlook

 Read the full economic outlook in the latest Global Insight 2024 outlook.

About RBC Wealth Management Online

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Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 | RBC Wealth Management

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.

Read more

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

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 »