“I am very lucky to be doing what I love. I get to help people achieve their financial goals. In fact, the best part is trying to figure out all the different ways I can do that.”

“I understand the importance of planning a future for you and your family while making sure you can enjoy it every step of the way.  I will invest the time needed to get to know you, helping you define and achieve all of your financial goals.”

Since 2003, I have defined personal financial planning as a process of determining an individual’s or family’s financial goals, purpose in life, and life’s priorities. After considering their resources, risk profile, and current lifestyle, a detailed and realistic plan is prepared to help meet those goals. My designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM) reinforce my ability to provide ongoing comprehensive financial planning advice in the areas of investing, retirement, tax, insurance, and estate planning. By specializing in these, I am in a better position to assist my clients in achieving their financial objectives.

“I am experienced at generating tax-efficient income and implementing strategies to ensure a smooth transfer of wealth to successive generations, helping to ease both current and future financial stress. My team and I like to think of ourselves as an extended member of your family – helping to guide you throughout life’s journey.”

We are committed to delivering exceptional service and providing timely, educational insights to keep you informed and empowered at every stage of your life.

Outside of work, I stay active by playing soccer, working out at the gym, and spending quality time with family and friends.