About Me

I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan. I am a Certified Financial Planner (the industries highest designation) with over 20 year experience in the financial services industry. I enjoy helping people achieve their goals and objectives by applying a common sense approach to planning. I adhere to a disciplined investment framework using a broad network of quality investment and economic information. I will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.