Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies

Community participation

· 20 plus years of active involvement in the St. Philip the Apostle parish.

Interests

When I am not working, I love spending time with my family, my wife Robyn of over 21 years and two awesome kids, Hailey and Christopher. When I am not with the family, I can usually be found working on fixer upper projects around the house, in the gym lifting weights or shooting hoops on the basketball court.