As a seasoned financial advisor, I help individuals and families achieve their financial goals and secure their financial futures. With over 13 years of experience in the industry, I have developed a comprehensive understanding of the ever-changing financial landscape and the unique challenges faced by my clients. Phyllis, our offices' branch office administrator, has over 23 years of experience as well and stands ready and willing to help you through the process.

My approach to financial advice is centered around building strong relationships with my clients, understanding their specific needs and goals, and creating tailored solutions to help them achieve financial success. I take pride in providing clear and concise guidance, empowering my clients to make informed decisions about their finances and investments.

My knowledge spans a wide range of financial areas of concern, including retirement strategies, investment management, tax considerations and risk management. I am committed to staying up to date with the latest industry trends and regulations, and regularly attend professional development courses and seminars to enhance my skills and knowledge. I also educate other professionals in my area.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to delivering exceptional client service and building long-term partnerships with my clients. Whether you are planning for retirement, saving for your children's education or looking to grow your wealth, I am here to help you achieve your financial goals and secure your financial future.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Business Retirement Plans
  • Intergenerational Planning
  • New Investors
  • Wealth Strategies

My Personal Interests

  • Coaching Sports
  • Sports Enthusiast
  • Personal Fitness
  • Golfing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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