I partner with business owners, professionals and their families to help them reach their financial goals. I use a 5-step process and over 10 years of business experience to offer strategies for retirement, pension, estate needs and risk assessment.

My breadth of experience helps me focus on planning; the ever-changing client needs. This leads me to study case by case, making sure that each and every client has a detailed and complete investment strategy, following a simple 5-step process. It’s the eagerness to help, attention to detail, and understanding my clients needs that positions we well to help my clients reach their financial goals.

The passion I have for helping others has resulted in taking on other leadership roles in organizations in the community. I enjoy serving others and helping them to achieve results.

I am have been happily married to my wife Jenise for 14 years and together we have 2 beautiful girls. When I am not in the office helping my clients, I love to coach my daughter's soccer team, go cannoning and biking around the city.

Focus areas

  • Business Owner Considerations
  • Business Retirement Plans
  • Divorce Finances
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Education Savings Strategies

My Personal Interests

  • Soccer
  • Coaching Sports
  • Community Outreach
  • Auto Racing
  • Backpacking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • 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.

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