Wheelock Investment Group at RBC Wealth Management

06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

04/16/2026

FL State Park beach clean-up is a lot like Rotary ditch clean-up in MN. Interestingly, it is said waste has improved since trashcans were removed because beachgoers take the trash with them. Not a bad volunteer assignment.

04/02/2026

Jake is a valued team member who goes above and beyond for our clients, all while remaining deeply committed to supporting our local community. Thank you, Jake, for all your hard work and dedication.

This year's winners impact areas from local businesses to nonprofits to government and will be honored on April 28.

04/01/2026

It is a rare privilege to work with a dear friend and talented colleague for 30 years. Thanks for all you do, Lori. Cheers to many more!

01/28/2026

Humbled to have Forbes rank our team #2 in Minnesota and truly grateful to be surrounded by dedicated, talented and hardworking colleagues that strive every day to provide an elite experience to our clients and each other.

01/21/2026

Honored to be featured in Barron’s magazine, a national financial publication.

Full article: https://bit.ly/3LSWWqt
Subscription may be required

12/24/2025

Wishing you and your family a wonderful Holiday Season and Merry Christmas!

12/08/2025

Wealth isn't just what you leave behind, it's part of the legacy you pass on.

A well-designed wealth transfer plan helps protect assets, strengthen family bonds and pass your values on for multiple generations.

Contact me to learn about RBC Echelon, and we can help you and your family communicate and prepare for the future.

11/24/2025

For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving.

Have you considered how a DAF could fit into your family's philanthropic vision?

I can help. Contact me today.

11/19/2025

RBC Wealth Management – U.S. recently conducted a national survey of wealthy individuals to provide insights into the family dynamics of wealth transfer.

We found that wealth transfer goes beyond money, it’s about passing down values and priorities. Open, values-based conversations with family members help allow a family to build on the past and project those values into the future.

I can help you start the conversations toward creating a legacy with family harmony.