A Partner In Your Financial Life 

Being married to a physician, I understand the unique challenges and opportunities health care providers and their families face. Your responsibilities extend far beyond patient care - billing, staff, paperwork - the list goes on. I work with health care providers who want to focus on their patients, their practice, and their family. With so many options available to you, I help enhance your financial decision making with confidence through personalized wealth planning and institutional-quality portfolio management, allowing you to be fully present when and where it matters most. 

Coordinating your affairs to simplify your financial life

Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Every step of the way, we will be there as a personal guide.

To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.