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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Retirement Plan Distribution


  • CKA® Certified Kingdom Advisor®


  • BA History, The King's College (1985)

Community participation

  • Ordained with The Christian and Missionary Alliance (2008)


I enjoy spending time with my wife and family (especially our grandson Peter) as well as reading, traveling and jogging.