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
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

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