I have been helping clients achieve their financial goals since 1993. I hold Bachelor of Arts degrees in both finance and marketing from the University of St. Thomas and also hold all applicable registrations including passing the Series 7, 63, and 65 exams. I also have insurance appointments for life, disability, and long-term care. I bring over 30 years of experience working with professionals and their families to make prudent decisions for long-term financial success. I listen to your goals, hopes and dreams; and I listen to your life concerns, money issues and fears. As your financial advisor, I'll be your liaison to a universe of financial experts and solutions. My team and I aims to simplify the complexities of today's financial solutions to help achieve your goals by creating and implementing wealth management plans. These plans consist of managing your money, making it grow, protecting it, and using it to your best advantage. You worked hard for your money, and we will labor tirelessly to make sure your money is working hard for you. We strive to provide an elite level of service, driven by a heartfelt desire to witness you achieve your goals. Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management had $640 billion in total client assets (as of October 31, 2024) with more than 2,200 financial advisors operating from 192 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
