About Me

In 2004, I became a Financial Adviser and received a diploma in Financial Planning through Tribeca in 2005. In the same year, I received an advance diploma in Financial Planning. I became a Certified Financial Planner in 2008. I worked for a mid-sized Financial Services firm for almost 10 years and decided to leave and go into business with his lovely wife, Donna. I have helped clients succeed by listening to their concerns and coaching them to become better money managers and wealth accumulators.Most of my clients come to me wanting more structure, discipline, and direction with regard to their financial situation. All of them now have these, as well as understanding of the path they are on.Seeing clients succeed is my greatest reward in this industry. I'm also a big believer in sharing knowledge to help change people’s lives, and really enjoy turning my clients’ dreams into reality – one financial plan at a time.