Welcome!

We have developed and refined a process that focuses on learning and understanding what is most important to you. This established process is used to build a personalized plan to reach your goals. To help ensure that we are doing what is in your best interest, especially for clients with a more complex situation, including your tax and legal professionals in this process is welcome.

I attended Anderson University in South Carolina on scholarship and earned my degree in Accounting and Business Management. The Certified Financial Planner (CFP) designation is widely considered one of the most respected in the industry. The Chartered Investment Manager (CIM) designation is centered on advanced investment strategies designed primarily for high net-worth clients. My community involvement includes being a member of the Scarborough Estate and Financial Planning Council. Outside the office, my partner and I spend time with our adopted pup Hugo. He keeps us happily occupied.

We are accepting new clients. An introduction by a client or business partner is a tremendous compliment and a huge responsibility that we take very seriously. There are many aspects to consider when looking for a Financial Advisor, including finding the right fit for the client and advisor. We are looking to partner with clients who value unbiased advice and want to build a long-term relationship with ongoing communication.

An initial discovery meeting will allow us to learn about each other and see if we are a good fit. Please feel free to schedule an appointment by calling our office or sending an email to: [email protected]

Focus areas

  • Employee Stock Options
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Wealth Strategies

My Personal Interests

  • Golfing
  • Hiking
  • Hockey
  • Soccer
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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