Retire from work – not life

Welcome to my website

I work with individuals and families developing comprehensive retirement plans. I develop savings plans to help grow wealth, income plans for clients close to retirement, and preservation plans aimed at protecting wealth for other family members. I offer a wide array of investment and insurance products to help my clients achieve their retirement planning objectives. In addition, I offer fee-based planning.To help me complete my work, I have the resources and support of a global firm with a small firm feel, providing me the freedom and flexibility to implement strategies and offer products best suited for my clientele.

What makes me unique is my intense focus on continued learning and professional development. My goal is for each client to have a high level of confidence and satisfaction that my knowledge and ability will lead to a successful plan for their future.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

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A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

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Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

Apr 18, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Senior couple looking at a laptop together

Retirement income planning should include tax-diversification strategies

Apr 18, 2024 | RBC Wealth Management

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

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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.

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