Qualifications

I have been working with individuals and businesses in the area for several years. I have extensive personal and professional experience. I hold various professional designations, and I am registered to sell a variety of investment products and licensed to sell a variety of insurance products.

I'm dedicated to developing lasting relationships with all of my clients. I will help you assess your financial goals and teach you how to 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 toward a more secure financial future.

I look forward to using my kowledge and experience to help you pursue your financial goals.