My Qualifications

I have been working with individuals and businesses in the area for over 20 years.

I hold various professional designations, and am licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting relationships with my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working towards a  secure financial future.