We all have goals. Mine is to get to know yours and help you reach them. I want to get to know your situation, what you want and what you need for yourself and your family, and then make the proper decisions with a tailored financial strategy.

That strategy must be logical for your life. Perhaps it's my engineering background, but logic comes second nature to me, so I'll ask the right questions to help make your strategy logical. If we consider insurance, for example, I'll explore your protection needs and your estate tax liability because that will help dictate insurance needs. Every consideration for your personalized strategy undergoes due diligence.

Making sense of your retirement strategy is a two-pronged effort. First, it's that due diligence to ensure all components make sense with each other and effectively complement each other. And second, it's making sure it makes sense to you. It's important that you see how the recommendations I've made for your financial strategy are in your best interest.

As much as you want to learn, I want to share. Perhaps it's how the markets work or why an investment is performing as it is. Or maybe it's about the value of holding different types of asset classes in a portfolio. I take the ins and outs of investing seriously, but I try to make learning about them fun for clients.

During my former career as a product specialist, I worked with a company that manufactures security systems. It took me around the world working with people and challenging situations. When it came time to move on from that position, I realized how much I enjoyed protecting countries. Now I enjoy protecting people's plans for retirement.

I have a lovely wife and two young kids who are the light of my life. I enjoy playing chess, hockey, basketball and traveling different parts of the world to learn and explore the beauty of diverse cultures.

My Personal Interests

  • Traveling
  • Chess
  • Hockey
  • Basketball

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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