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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Community participation

Over the 37 years in the business I have taken an active role in many community activities including youth sports, Ducks Unlimited, Pheasants Forever and St. John the Baptist Catholic Church.

Interests

I love spending time with my grandchildren and Hunting and Fishing with my 3 sons.