As a Chartered Financial Consultant (ChFC), Registered Investment Advisor, Stock Broker, and Insurance Agent, I bring over 25 years of rich experience to the table. My philosophy intertwines the endurance of a triathlete - with passions in running, biking, and swimming - with a steadfast commitment to your financial aspirations. I believe in nurturing healthy financial habits helping ensure a harmonious balance between growth and security.

My approach involves crafting bespoke strategies for savings and protection, both personal and professional, from foundational plans to intricate wealth management. My practice is grounded in integrity and trust, focusing on solutions that align precisely with your goals.

When I'm not navigating the financial world, you'll find me enjoying time with my grandsons on our family farm.

Are you interested in discussing how I can assist you in achieving financial wellness? Let's connect over a cup of coffee.