Meet the Team

“I am privileged to lead a passionate team and enlightened company in the financial planning profession – a career that allows me to help others and truly make a difference.

"I care about making this world a better place for all. I believe that persistent actions, no matter how small, are catalysts for big results."

"It takes a unique person to be able to handle the pressures of the market and still be able to make sound decisions."

"I work in a profession that incorporates a high level of trust."

Tax Accountant – 35+ years experience
Controller – 10+ years experience