Our Team

Planning for your financial future is nothing more than just looking at numbers.  With over 25 years of experience, I participate in the upside of the markets and dampen volatility on the down side.

As an Assante advisor, I can help you gain peace of mind and achieve your plans for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you chose.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.