I became a financial advisor so that I could help people live their best possible lives.

Interestingly, 15 years as an engineer prepared me well for this role. Both careers require a healthy dose of organizational and analytical skills, attention to detail, problem-solving, teamwork, good communication and a strong code of ethics. What I love about applying those skills as a financial advisor is the significant difference I make – one client at a time – in people's lives.

I help my clients think ahead to their goals, consider their challenges, and protect their family's lifestyles from catastrophic events. Financial stability allows choice.

Outside of work, I'm passionate about spending time with my young family and enjoying the great outdoors, from hiking, golfing, mountain biking, snowboarding and scuba diving.

Now I'd like to hear about you and your goals for the future. Let's put a plan into motion.

Focus areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Retirement Savings Strategies
  • Business Owner Considerations
  • Estate & Legacy Strategies

My Personal Interests

  • Golfing
  • Snowboarding
  • Scuba Diving
  • Mountain Biking
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More