"How would you feel to be financially independent?"
"What would it mean to you to be in total control of your financial life?"

If you are like me, it would feel amazing!

Being in control of your financial life allows you to enjoy your life today.

Spend quality time with family, travel, love your home, give your kids a good education, protect your family from the unexpected, support a good cause or enjoy your hobby. Look forward to those Golden Years and leave a legacy for your loved ones.

My purpose, as a financial advisor is to partner with you on your journey towards financial well-being and support you through the moments, big and small, in your life that matters the most.

I hold a degree in Finance with emphasis in investments and the Chartered Retirement Planning Counselor™ (CRPC™) designation.

Outside of the office, along with my wife and daughters, we enjoy this beautiful world by traveling, learning new things, enjoying our hobbies and cooking our favorite meals together.

I would be happy to learn what it would mean to you to be in control of your financial life and help you work towards it.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Soccer
  • Fishing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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