What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

1:1 financial advice based on your goals and needs.

Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

Regular meetings to review your goals, progress and investments.

Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

When I'm not at work I love spending time with my dogs, Bruce Wayne, an English Bulldog and Coco, a Chocolate Lab. I enjoy working out to try and keep up with my son who is 6 and enjoying life right now. I love family and enjoy the time i spend with them and as I take on clients I treat them as family. I believe it to be fruitful if it's not just a professional relationship, but a meaningful one that impacts families for generation