Being a financial advisor is what I was meant to be. I have always been passionate about saving for specific goals, living within your means and continuous improvement. I have been in finance for over 30 years and have been fortunate to help many people improve their lives.

I really want to understand what is important to people and be there like a family member for clients. I appreciate the trust my clients instill in me where they confide details of their personal lives, hopes, dreams and fears. This trust is the only way we can help achieve their important goals.

I want to be the primary resource for those that work and live in this community that I have been so fortunate to grow up in.

We value face-to-face contact with our clients so that the real work can be done to understand everyone's unique situation.

Please feel free to call or stop in to say hello to me and Tracey, and let us know what is on your mind.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Music
  • Mountain Biking
  • Traveling

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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