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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Family Finances
  • Wealth Preservation Strategies
  • Small Business
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • BS, Manufacturing, Engineering and Commerce, Birmingham University, UK
  • MBA, Hult International Business School, Cambridge MA

Interests

  • Enjoys spending time with family and friends
  • I enjoy traveling. I have traveled to more than 25 countries over the last 10 years