Meet the Team

As an independent consultant, I have been providing practical solutions for my clients for over 30 years, helping guide them towards their financial goals. I believe that strict adherence to the code of ethics and standards that my profession requires is one element that allows me to do that. Other elements include years of training, experience and knowledge. My continual investment in time and resources towards my continuing professional education, technology and extensive business relationships is indicative of my commitment to the integrity of my practice.