Clients benefit from my unique background in several ways. In addition to my skills in finding investment opportunities, I also review investment ideas that clients bring to me (often from within their own industries). In some cases, clients have particular business issues I am able to assist with given my operations experience. Being accustomed to working with lawyers and accountants helps save considerable time (and money) when working with clients' existing teams.

My Background
In me you will find someone who is passionate about helping you achieve your goals using a disciplined process. You will find that everything I do is aligned with your specific circumstances and needs.

I am a former equity analyst with more than 15 years’ experience on both the sell and buy-side and have produced investment coverage on companies across multiple sectors. I worked as Chief Operating Officer and Director for a privately held software company targeting healthcare practitioners. While there, in addition to day-to-day responsibilities, I was also responsible for competitive intelligence and valuation.

I started my career in product marketing before switching to finance in the late 1990s. I received my Chartered Financial Analyst designation in 2002.

A self-described analytical geek, I owned the first spreadsheet ever invented (VisiCalc, 1982, on an Apple II+ computer which I still own). Personally and professionally, I believe that it is never too late to start a new venture; a former closet musician, I started performing publicly in 2010 and haven’t looked back.

Focus areas

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

My Personal Interests

  • Music
  • Technology
  • Traveling
  • Sailing

Office Information

Office Hours

Office Hours
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 By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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