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I am a Financial Advisor experienced in working with incorporated professionals, with a strong focus on helping them transform their financial future and achieve their personal-financial goals with our established 5-step process.
My experience lies in helping individuals identify their primary financial goals and structuring a process to help them implement strategies to prioritize and accomplish those goals, while working in partnership with their team of other legal and tax professionals.
As a CFP® professional, CLU®, and Responsible Investment Specialist (RIS), I have cultivated an extensive background involving corporate and personal investment strategies, business succession and wealth transfer strategies, risk strategies and tax reductions strategies that I employ to help my clients most efficiently and effectively accomplish their goals.
I was drawn to Kingsville and moved here in 2016, I was born, raised, and educated in Essex County. I spent the majority of my life in St. Clair Beach, living in the home and attending the church built by my grandfather.
I am an active member of the Parks, Recreation, Arts and Culture Committee with the town and sit on the Board of Directors for the Kingsville Music Society. But above all, I enjoy spending precious time with my best friend and wife, Sara Ann, and our wonderful daughters, River Joy and Lila Grace.
I'd love to meet with you and hear what's important to you.
For a complimentary consultation, please contact me at [email protected] or 519-324-0144.