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.

"While it is important to craft plans and strategies to enable clients to achieve their financial goals, it is equally as important to protect the assets they have accumulated."

"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