Qualifications

 

I have been working as a financial advisor for individuals and businesses for over 17 years. I use my personal and professional experience in all areas of financial planning to help people achieve their financial future. I have earned the following designations: Certified Financial Planner, Chartered Financial Consultant®, Chartered Life Underwriter®, Chartered Retirement Plans Specialist, and a Chartered Retirement Planning Counselor. I am also licensed to sell a variety of financial and insurance products.

I am dedicated to helping clients build wealth and protect their assets. My independence as an investment broker enables me to establish working relationships with a number of industry-leading investment and insurance companies; therefore, I am able to create customized portfolios for my clients. I recommend only those products and services that can be tailored to suit the client's unique needs.

I provide fee-based compensation. This approach takes commissions out of the equation and helps to ensure that you receive objective advice that fits your particular needs and situation. I look forward to the opportunity to help you achieve your financial goals. For more information about the firm and the services I offer contact me today.