Qualifications

I have been working with individuals and businesses in the area for several years.

I am dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in the management of your finances. 

One of the benefits of working with us is our commitment to provide clear, easily understood explanations of financial products and services.  The personalized program that we work with you to develop can help you work towards a more secure financial future.

I'm looking forward to using my experience to help you pursue your financial goals.

My current professional designations include: CFP, AIF, ChCF, ChSNC, and CLU