About My Practice
At RBC Wealth Management, we are committed to principles like integrity, service and trust. My first priority is helping clients like you prepare financially for the future you want. Both for you and the people you care about. That’s why I focus on providing personalized solutions for your unique needs. With the strength and world-class resources of RBC, we are well-prepared to help make it easier to achieve your complex wealth management goals. So you can feel confident your financial life is on track. Our promise to you is a sincere one. There’s wealth in our approach.
Since graduating from Arizona State University’s College of Liberal Arts & Sciences in 1994, I have worked in several areas of the securities industry and earned my Series 7, 63, and 65 securities licenses. Additionally, I hold an agent license for annuities, life and health insurance in various states. I have most recently, attended Bryant University’s Certificate Program in Financial Planning. My previous firm experience includes three years at Deutsche Bank Alex. Brown as an associate and six years as a financial advisor at UBS Financial Services Inc., before joining RBC Wealth Management in 2009. I have been able to assist businesses, large and small, in the construction, implementation and management of their company retirement plans as a Chartered Retirement Plans Specialist. During the winter of 2012, I earned the CERTIFIED FINANCIAL PLANNER™ certification, which is useful in assisting families plan for their financial future.
You can read my monthly financial column, titled "Planning Ahead," in The Capital Newspaper.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Plans Specialist (CRPS)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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