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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Insurance
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investments
  • Small Business
  • Cash Flow Management Strategies

Interests

As a father of young children, my life largely revolves around their welfare and interests at the moment (happily). I enjoy reading and playing games with them and more often than not find myself involved with their sports teams as a coach or diehard fan.

My own free time I enjoy exploring and utilizing new technologies for entertainment and utility in our everyday lives. I enjoy being active in sports, though injuries and time constraints and largely changed that landscape for me personally. I enjoy exploring new healthy recipes and eating good food with good people.