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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Small Business
  • Domestic Partner Planning
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

I enjoy Sea Kayaking, Travel (Domestic and International)

cooking, the wide world of wines, Chess and most

of all, doing what I can to help maintain my wife and son's

ongoing happiness and quality of life.

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Financial Planning Association