I am driven by curiosity, a love of life, and most of all, a key insight relayed to me by a teacher. It remains the most valuable piece of advice I have received. It came from a gentleman named Dick Vanier.

He was my instructor in a "Train the Trainer" course I was taking in 1999. He generously took the time to connect. I have never forgotten his advice: "At the end of the day, the only thing that will really matter to you is the things you did to help other people."

Time and time again circumstances have shown me that Dick was wrong. Or perhaps he misspoke. He should have said "At the end of each day," for ever since he imparted that lesson in 1999 I have realized that the most fulfilling and rewarding activity in my life is when I can help other people in a meaningful way, there is no need to wait. The satisfaction and reward from doing so come each day.

My practice is about complex clients in complex situations, and I get excited when homework is required. It's both my curiosity and then the opportunity to help my clients clarify their financial circumstances - that really makes a difference in the lives of my clients and their families.

When you decide to work with me one of the first orders of business is to make sure you are proficient with our web tools. This is so we may meet in person or at a distance, whichever is more convenient for you. I want to be available to you in your travels and at home because life events aren't always conveniently scheduled.

One of my favorite sayings is that each person is another possible world, and with that in mind I use an established 5-step process to understand, and then empower each short-term goal or long-term dream.

I love to do whatever is in my power to assist my diverse clientele make the specific and smart choices tailored to their amazing lives. It is important work.

Outside the office, if not reading, I ski, ride, and run as fast as I can to keep up with my partner Lindsay and my daughters Maxine, Harper and Claire.

Focus areas

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

Office Information

Branch Team

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.

Learn More

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