Next Step Investment Group at RBC Wealth Management

07/07/2025

Earn 4.23% APY with RBC Premium Savings for qualifying cash held in your eligible RBC Wealth Management account. Reach out to me today to learn more. https://bit.ly/3TWYT5s

10/17/2023

A few weeks ago myself and some RBC colleagues had the opportunity to work with Habitat for Humanity in North Chicago. We got out of the office and spent the day setting up scaffolding, cutting Styrofoam insulation, and working on siding installation amongst other tasks. Representing Team RBC in the community is always a pleasure and a big part of our mission as a firm.

10/04/2023

Want to navigate your financial goals, from first home purchase to retirement with confidence? We can help you develop a personalized plan. Contact me to learn more about how an RBC Wealth Plan can give direction to your financial life https://bit.ly/45kwOs2

08/03/2023

Your cash can work for you. Earn up to 5.39% APY with qualifying cash held in your eligible RBC Wealth Management account. Contact me today to learn more.

Terms and conditions: https://bit.ly/47bgGLT

06/05/2023

The Chicago Complex got together last Thursday for a Mini Financial Advisor Symposium...and a little fun on the Wendella Architecture Tour. Nothing beats summer in Chicago and connecting with colleagues you don't get to see often!

05/15/2023

Last week I had an opportunity to attend the AFA Workshop at our headquarters in Minneapolis with colleagues from around the country. I learned countless lessons from my peers and trainers that I look forward to building on and working into my practice!

Special shoutout to our coaches Kevin Knock, Jay Friberg and Danielle Cirhan for putting it together.

04/13/2023

If you are still riding the golf wave after the Masters, check out the RBC Heritage this weekend! Best of luck to all the Team RBC players at Harbor Town.

03/16/2023

The best day of the year has arrived!

While the NCAA®️ men’s and women’s basketball tournaments are underway, check out our college cost brackets to help you assess your financial goals for educational savings for your loved ones. https://bit.ly/40d23mN

02/21/2023

Big news for RBC and it involves one of my favorite sports! RBC Wealth Management is partnering with Major League Soccer in the United States because, like MLS teams, we believe goals matter. Learn more about this exciting partnership. https://bit.ly/3ZfGmSR

01/30/2023

Your financial picture can change frequently, and for a lot of people this is the time of year things change. Bonuses, raises or starting a new position all tend to take place this time of year. The digital, goals-based RBC WealthPlan helps me work with you to adjust quickly, so you have confidence in achieving your goals. Ask me about WealthPlan today!

12/21/2022

I think we can all agree 2022 was a bumpy year, so it may be a good time to start looking at 2023. Read RBC Wealth Management’s Global Insight 2023 Outlook to get a unique perspective on what next year has in store.

https://bit.ly/3WESJXf

11/18/2022

Whether you're just starting to save for retirement or coming down the home stretch, you will want to be aware of the new contribution limits for an IRA, 401(k), or other retirement account in 2023. Contact me to learn more!

If you're saving for retirement, you can contribute a lot more to an IRA, 401(k), or other retirement account in 2023.