I like to make a difference. It's why since 2006, I've served as a volunteer firefighter in Lake Country, helping my neighbors prepare for emergencies and coming to their aid when the unthinkable happens.

Making a difference is also why, in 2010, I became a Financial Advisor. I get to guide clients toward the positive steps that empower them to feel a sense of purpose and have a meaningful understanding about their financial future. And I help them prepare for – and weather through – life's inevitable emergencies that can threaten their financial well-being.

After we explore and prioritize the things that matter to you and your family, I'll create a written financial strategy that encompasses the multi-faceted aspects of your life and your goals. By making it written, we have a tangible roadmap and a way to measure our progress. In my experience, clients who have a good grasp of the "why" feel more informed, more confident and less inclined to make financial decisions emotionally (a big temptation during market fluctuations).

Not everyone has the same enthusiasm for finances as I do, so I go out of my way to make our conversations comfortable and the process easy. We'll spend our time talking about something near and dear to your heart – what you want for yourself and your family, and how to get there.

The more I can make a difference in my clients' lives, the more it makes a positive impact on our community.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Retirement Income Strategies

My Personal Interests

  • Volunteering
  • Wine Collecting/Enthusiast
  • Hockey
  • Outdoor Enthusiast
  • Golfing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue By Appointment Only
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30AM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More