As a discretionary portfolio manager, I am committed to helping professionals, business owners and families manage their finances and build their wealth. Each client file is discovered using a holistic approach to wealth management (tax, retirement, investing, estate, and insurance), regular client reviews and a commitment to education enables our relationship to grow and evolve over time.

Being a former business owner, I bring to wealth management a unique experience and understanding of the challenges my clients may face with the growth, transition, or sale of their own business. To better service this niche clientele I have certifications in both Small Business Advisory, as well as, Advanced Investment Strategies.

I have a specialized team of experts to assist in every step from strategy formulation to implementation. I follow a centralized approach to planning that can ensure clients can have all their needs met with one point of contact.

My team has pride in the client centered, strategy based advisory service that addresses many more areas of focus than traditional broker services.