As an Investment Advisor who holds a Certified Financial Planner designation, I take a holistic approach with my clients to create tailored financial plans. I help them understand and define their individual goals and provide a strategy to achieve them. I work closely with my clients to continuously monitor their plan as well address any lifestyle changes that may occur throughout our relationship.
I do this by utilizing my 24 plus years of experience in the financial industry and my commitment to continuous education. This commitment has earned me the Certified Financial Planner (CFP) designation conferred by Financial Planning Standards Council.
On a personal note, my wife and I have been married for 20 years and have 3 wonderful boys ages 15, 12 and 9. I enjoy playing golf any chance I get, spending time with family and summer time at the cottage.