Since 2000, I have built a successful practice based on honesty, integrity, and professionalism.  My commitment and dedication to my clients, has been recognized through the many client relationships which have lasted more than 20 years.  

I enjoy working with high-net-worth individuals to help them achieve their goals through a holistic financial planning approach.  This encompasses wealth management, tax strategies, risk management, estate preservation and legacy planning.

I am committed to on-going education and professional development and over my career have 
achieved the CERTIFIED FINANCIAL PLANNER and Chartered Life Underwriter designations. These are the highest recognized designations in the industry and ensure that I am providing the highest level of advice to meet my clients’ complex financial needs.

I’m excited to be part of a Private Wealth Management team that possesses an unmatched combination of experience and qualifications and provides our clientele with a comprehensive team approach to their retirement planning and wealth management needs.

Request an appointment