At a young age my parents always believed I would help serve the people in the community with their finances. My Father would tell me to look after my pennies and the dollars would take care of themselves. My Mother always wanted me to become an accountant. Sorry Mom, but I have taken a lot of that knowledge of taxation to help our clients keep more of their money.

I began my financial career at a local Credit Union. I enjoyed my time there, but one thing was clear after three years of product selling - clients deserved more. You don't need someone selling product you deserve to have someone focus on what's important to your family. What's important to you may not be important to someone else. What I walked away with was knowing that everyone's situation is different and your financial strategies should reflect that. Your investments shouldn't be cookie cutter, they should reflect the goals you have.

My administrator, Andrea, and I work hard to give unique strategies to our clients and spend the time needed for them to understand the direction they're going in life. Andrea and I shared the same feeling about our clients not getting what they truly needed as she spent years at a local bank. We want our clients to know where they stand with their financial goals. It is important to feel in control over your plan and not make decisions based on necessity.

I look at financial advice in the same way my father looked at saving. Building your wealth is a much bigger picture than just investing. We take a holistic approach to your retirement. We not only want your investments to reflect your goals as a business owner or family we want to see how those investments fit into the bigger plan. Perspective is important and you deserve more than someone just trying to sell you a product. You deserve to have complete clarity over your Financial Future.

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 By Appointment Only

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