Thank you and welcome to my Web Page! As a Financial Advisor in North Delta and Culture of Compliance Leader for region, I am very proud to serve my community.
At a very young age I was always curious and drawn to finding solutions. This spanned both academically and most of all personally. I believe that I was placed in key roles because I listen well, recognized what was needed and persistent enough to put it all together.
I also witnessed my own parents struggle in running and managing their business while raising a family. They were so busy that they never stopped to think about what would happen in the event of retirement, illness or death. It didn't help that they were educated and savvy business owners. Their time was simply limited, and then it just all stopped.
This is why working with very busy professionals and business owners is a passion of mine. Individuals work extremely hard and make a ton of sacrifices for their families.
At a time and location convenient for each person, I help them take a step back from their rigorous routine, so we can focus on what they want to achieve, over the course of their lifetime.
I strive to understand what's most important to my clients by starting with where they are at today. From there we follow a disciplined and purposeful process where we hold each other mutually accountable to their plan.
My Personal Interests
- Spending Time with Family