I consider it an honour and privilege to be able to serve my clients.

Over the past 13 years my clients have welcomed me into their lives in a way that goes well beyond the mechanics of Financial Planning and Wealth Management. Of course, I very much enjoy the process of creating and managing financial plans and helping my clients navigate the markets as well as their various life stages, but it's the personal relationships that we've been able to develop over the years that I'm most grateful for.

To this day I find it incredibly fulfilling and humbling when clients thank me for helping them and the people they care about with their various financial planning needs. I believe that our strong relationships with our clients is based on a foundation of respect, understanding, and always acting in their best interests.

Whether you're planning for retirement (or want to remain in retirement comfortably), saving for your children's education, or just trying to protect the financial future of the ones you care for the most, we can partner together to customize specific strategies to help you achieve your goals well into the future. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.

My branch team includes Fran McEvoy, Sr. Branch Office Administrator, and Florence Gaglia, Branch Office Administrator, and together we are dedicated to delivering exceptional, personalized service to you and your family. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance and support.

We look forward to meeting you.

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Golfing
  • Hiking
  • Reading

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed
Email Me

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