My wife, Jennifer, and I are nature lovers and enjoy vacationing anywhere with sea, sand and sun. Closer to home, we enjoy hiking, biking, taking weekend road trip (especially wine country touring in Niagara), and getting together with our families. I am the proud uncle of six nieces and nephews.

I am a sports enthusiast, and especially like golf. I attended a U.S. university on a golf scholarship and played competitively for many years and professionally on several mini tours.

I enjoy all kinds of music, am learning to play acoustic guitar, and Jennifer and I sometimes visit Nashville, Tenn., to see live country music performances. On the opposite end of the spectrum, I sponsor and attend productions at Vera Causa Opera. I also support several animal shelters due to my love of animals.

I became a financial advisor because I enjoy getting to know and helping others. One of the most satisfying aspects of being a financial advisor is being part of my clients' lives and celebrating the achievement of their financial goals.

As a financial advisor, I work with families to create, maintain and protect wealth while ensuring their legacy is carried out as they wish. I also work with business owners to help navigate the intricacies of running a business while planning for the future.

If you appreciate the value of a long-term financial strategy and looking to learn more about how I can help, please drop by my office or give me a call.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Music
  • Golfing
  • Animal Rescue

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 08:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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