I am a full-service financial consulting firm dedicated to helping my clients build wealth and manage their hard-earned assets. My firm is completely independent, so my loyalty belongs exclusively to my clients. I am a privately owned company created to provide an independent environment with an open architecture of platforms and products.
My independence enables me to establish working relationships with a vast number of industry-leading mutual funds, separate account managers, third party asset managers, annuity providers, alternative investments and insurance providers whose products I leverage to create customized client solutions. I recommend only those products and services that can be tailored to suit my clients' unique needs.
By combining my many years of experience with my coaching, counselling, and consulting skills, I help individuals, couples, and small business owners live in clarity and good health in the realm of their finances.