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 like to really understand what is important to people and work together like a family member. I appreciate the trust my clients instill in me where they confide details of their personal lives, hopes, dreams and fears.

We look to serve those who are committed to a financial goal or have many things they want to accomplish for their families, businesses or employees.

I want to be that resource for people in this community that I grew up in.

We value face to face contact with our clients so that the real work can be done to understand your 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
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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