Rock Cut Investment Group at RBC Wealth Management

04/10/2026

Honored to share that I've been named to the 2026 Forbes Best-in-State Wealth Advisors list.

The 2026 Forbes “Best-In-State Wealth Advisors” award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor’s best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

03/19/2026

Successful wealth transfer is about making sure beneficiaries understand what they may receive and how their inheritance can be used for generations to come. It’s important to be prepared well ahead of a wealth transfer.

Download our free wealth transfer guide.
https://bit.ly/4rF7tUQ

01/22/2026

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this week's Global Insight Weekly, we examine China’s policy stance, economic fundamentals and equity market implications to find answers.

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals and equity market implications to find answers.

12/04/2025

Looking ahead to the next year is a necessary exercise for investors, but it’s even more useful to focus on investment themes that can endure for years or even decades. Explore the latest in our Global Insight 2026 Outlook.

Where will growth be found in 2026 and beyond? Explore our 2026 Global Outlook, featuring analysis of the investment opportunities and challenges that lie ahead.

08/12/2025

This week marks the conclusion of our 2025 summer internship program. I'd like to extend a heartfelt thank you to Graham Schultz and Nathan Montalbano for their hard work and valuable contributions to our office this summer. We've enjoyed some great conversations and collaborative learning experiences especially as we broke down client meetings together and discussed our observations and the unique differences and nuances of each client.

Graham shared that he learned more during this internship than in any of his class work at school.

07/20/2025

Did you know that market downturns may be a good time to position your wealth for the future? A solid plan can help set you up for success, while trying to time the market may fail. Talk to me to find out more.

07/18/2025

There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.

07/04/2025

Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!

07/01/2025

Now offering a high-yield savings solution to help meet your wealth goals. Reach out to your RBC Wealth Management financial advisor to discuss how RBC Premium Savings may fit into your overall financial strategy. https://bit.ly/44JpWr6

06/30/2025

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

06/26/2025

For midsummer financial wellness, focus on building your savings and paying down high-interest debt. Call me with questions anytime.