As an Investment Advisor for over 30 years, my objective has always been to provide comprehensive wealth management solutions and peace of mind for individuals, families and small business owners. Through partnership with Scott Kocher, we work with you to make the most of investment opportunities to help build your wealth and achieve your future goals. We believe in a straight forward process that defines your objectives and unique circumstances in order to implement a customized financial plan for the long term.
Our team includes Joan Moores, David Rowney and Annette Pennings, who have expertly handled our service and administration for many years. We also work in collaboration with a team of professionals within TD Wealth who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
Please call or email me today to see how we can work together to build a plan for your financial future.