26/10/2017
Experience
15 years of experience in the financial services industry.
Philosophy
I believe that service is the key to a good financial relationship. An important aspect of effective financial management is understanding and adapting to change –things like regulatory changes, a shift in the economy, or a change in your personal situation. Through regular reviews and analysis, I work hard to stay on top of these variables and look for opportunities to adjust or refine existing strategies.
Commitment
With the help of my Associate Consultant, Elizabeth Wells, and Administrative Assistant, Pamela Long, I run a service-oriented business focused on providing clients with quality advice and excellent support.
Support
I am backed by a team of professionals through my region office with specialized expertise in tax and estate planning, securities, insurance protection, investing, and lending
