As a financial professional, my role is to use my experience and knowledge to evaluate, manage and optimize my client’s financial situation and plan for their financial future. I provide guidance and help to put strategies in place to accumulate wealth, or create an income from their life savings.
I bring clients financial peace of mind by helping them understand and navigate financial complexities and by creating clear, actionable strategies that enable them to meet their goals.
I believe in being involved with the communities I live and work in and have been a member of the Chamber of Commerce as well as the Rotary Club.
1-800-616-8878 ext. 1708
*Mutual funds and related financial planning services are offered through Credential Asset Management Inc.