I am a CFP® professional – CERTIFIED FINANCIAL PLANNER® - with over twenty-five years of experience in the financial services industry. I specialize in wealth management, personal financial planning, and estate planning for families, executives and small business owners.
In addition to client advisory, my background includes several years within a head office environment leading the Compliance and Sales Practices department. Rest assured, my ethics are second to none.
We all have our own goals and dreams, so I build a unique, custom plan for each client using a holistic approach. All facets of a client's life must be considered to ensure a sound plan. Being an independent firm, we are not tied to any company's products. Our recommendations are based solely on your best interests. One of the many reasons "our clients sleep at night".
When not working, I can be found flying, golfing, curling, or riding my motorcycle.
