What do you want in life? Whether it's a retirement lifestyle you've dreamed of, the best education for your children or any number of other goals, we'll work together to make it happen.

Building a reliable financial strategy begins with a focus on your goals. As we work together, we'll create strategies to build your wealth, of course, but also to protect it during times of market volatility. That way, you can feel secure that what you've worked so hard to build can still be there to help achieve your goals.

I've always been interested in the world of finance. It was my major in university and it's been my life's work. Early on, I was on the management side – first in a bank branch and later with a major oil company – and ultimately I became a financial advisor for individual investors, many of whom I've worked with in excess of 20 years.

One challenge many investors face is the temptation to put money in the latest hot stock without knowing much about it or considering whether it makes sense for them. My role is to help educate clients toward a clear understanding of where they are investing their money and what their financial situation looks like as well as which strategies may be a benefit and which to avoid.

My practice is well suited to serve those nearing or already in retirement as well as professionals and small business owners. We'll work with your entire team of professionals, including your attorney and accountant, to consider your retirement, succession plans, estate planning and any other goals.

I have a Certified Financial Planner (CFP) designation in 2000, which holds me to a higher standard of knowledge, service and ethics on behalf of my clients.

My wife and I have three children, all now young adults, and our grandchildren live close. I practice karate, which I realize helps instill the discipline and focus that I use every day in my practice.

Focus areas

  • Education Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Golfing
  • Karate
  • Movies & Entertainment
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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