I am a Professional Financial Advisor and Chartered Investment Manager CIM® with 11 years experience in the financial services sector, and 16 years of client service experience.

My professional skills best serve individuals, families, and business owners whose financial lives bare various layers of complexity (preparing or living in retirement, estate consideration, tax minimization strategies, families in transition). I have a passion for helping my clients build the appropriate scaffolding to reach their financial goals sooner and in a tax smart manner. I enjoy and take pride in my role as a trusted resource and helpful friend to my clients for all things financially related.

I am fiercely committed to helping my clients succeed, especially those who have the opportunity to start off on the right foot at an early age. I dedicate a part of my practice to help self-starting, disciplined, young professionals accumulate wealth. With their discipline and my guidance, new investors are sure to increase their financial literacy, and reach major financial milestones sooner.

My philosophy: I believe that to have an enriching life you must:
- Surround yourself with people who truly want the best for you, and be that person for others.
- Take your personal development seriously - explore your interests and cultivate hobbies outside your sphere of work.
- Treat money as your tool – not as your god.

From the very first interaction, I strive to craft a client experience that not only meets, but surpasses my client's expectations. I encourage individuals to find a financial manager who is not only competent, but who also truly cares about their client's success, just as I do.

My Personal Interests

  • Hiking
  • Gardening
  • Health & Nutrition
  • Music
  • Board Games

Office Information

Office Hours

Office Hours
Mon 08:00AM - 08:00PM
Tue 08:00AM - 08:00PM
Wed 08:00AM - 08:00PM
Thu 08:00AM - 08:00PM
Fri 08:00AM - 08:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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