I provide an analysis of your current financial situation and help you identify financial goals and concerns. Illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of insurance protection, asset accumulation strategies, and financial products and services for individual, high net worth families, businesses, and institutions.
BA (Hons) Business Studies with Finance Major
Affiliations & Memberships
Exit Planning Institute (EPI)
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Business Owners
- Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
- Retirement Income Planning
- Group Benefits
- Business Succession Planning
- Estate Planning
- Risk Management Strategies
- College Funding Strategies
- Financial Education
- Charitable Giving
- Student Loan Refinancing
- Retirement Strategies
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