A breadth of services to serve a variety of needs

Clients seek out my services and are referred to me because of their specific financial needs and my dedication to finding solutions that are most appropriate for their financial well-being. Clients come to trust my ability to clearly understand what is required for their financial comfort, and to offer strategies that will most appropriately address their circumstances within a very supportive and professional environment.

I am committed to developing financial strategies that work for individuals and families. I formulate and monitor pro-active financial solutions that balance personal, family and corporate needs with the intent of generating viable and sustainable future outcomes. My goal is to inform, organize and empower clients in order to help ensure their best future well-being.

I provide the following services with sincerity, integrity and skill:

  • Customized Portfolios
  • Estate Planning (Working with Financial Planning Experts)
  • Succession Planning
  • Financial Advocacy
  • Cash Flow Management
  • Tax Management
  • Portfolio Management
  • Insurance
  • Segregated Funds