Practice Snapshot
How I Help:
Insurance Planning
Insurance Strategies
Risk Management
Business Planning
Financial Planning
Investment Planning
Wealth Management
College Funding
Retirement Income Planning
Estate Planning
Business Succession Planning
Financial Education
Who I Help:
Families
Individuals
Business Owners
About Me:
What began as a college internship in 2011 quickly became the foundation for a career built on relationships, trust, and a passion for helping others plan for the future. Over the years, I progressed from intern to partner in my practice, guided by a belief that thoughtful financial planning can create confidence and clarity through every stage of life.
Today, I work closely with individuals and families to help them make informed financial decisions and pursue long-term goals with purpose. I believe the strongest client relationships are built on transparency, trust, and a genuine understanding of what matters most to each person I serve. Being part of a close-knit community has made that approach especially meaningful, allowing me to build lasting partnerships and develop personalized strategies tailored to each family’s unique priorities and aspirations.
Outside of work, family is at the center of my life. My wife and I are proud parents of three children, and much of our time is spent enjoying the everyday moments and milestones that come with watching them grow. Whenever we can carve out a little time for ourselves, we enjoy attending sporting events and concerts together. As a dual Canadian-American citizen, I also appreciate any opportunity for a quick trip north of the border with my family.
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A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
