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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies

Qualifications

  • Series 7 and 63 licensed
  • Life and Health Insurance licensed

Awards & recognition

  • Atlantic Region Elite Advisor Award, 2016-2017

Community participation

Interests

In my free time, I enjoy spending time in the gym, weightlifting and training. In addition to that, I am also an avid gardener. In fact, I have about 25 different species of flowers planted on my property.