About Me

I lead a team of professional finance specialists. Our unique team approach ensures you receive the best advice for every part of your financial plan. I am a Certified Financial Planner (the industry’s highest designation). With decades of practical experience and a common sense approach to planning, my role is to help you use your finances to get the most of what you want from life. 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.