You are unique and so are your lifetime and financial goals. That’s why I take the time to understand what is important to you, your business or organization and help you prepare for what life brings with personalized advice. As an experienced technology professional and business owner prior to starting a career as a financial advisor and planner 21 years ago, I offer a unique and catered perspective to clients in the technology, manufacturing, oil and gas and healthcare fields - from corporate executives, technical professionals, medical and dental practitioners, business owners, families and organizations. Each client is unique - offering our team the ability serve our clients by using our technical, experience and perspective - often working with own internal team or collaborating with our client's other professionals. From design to delivery to repeatable experience.