Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFC™ Chartered Mutual Fund Counselor™

Awards & recognition

  • Five Star Wealth Manager, 2012-2017

Community participation

I volunteer on the board of The Nicaragua Project to help create new opportunities for people in Caterina, Nicaragua.

  • I am a member of The Novi Chamber of Commerce