My Qualifications

For more than 30 years, I have operated a successful business based on the relationship I build with each client.  That relationship begins when a business, family or individual recognizes the need to build and protect assets and plan for the future.

I have an extensive personal and professional experience. Hold various professional designations, and I am qualified representative,  licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting relationships with all 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 toward a more secure financial future.

I am looking forward to using my expertise to help you pursue your financial goals.