About Us

I have over two decades of investment and financial planning experience.  I started in 2004 as an investment operations professional and quickly moved into an investment research and portfolio construction associate role.  As a Director of Investment Operations I led a team that directed our investment research and philosophy for our organization.  In 2023 I decided to start my own firm that would focus on a small group of client relationships. My goal was individual attention to my clients while driving down their total cost of investment management.

I am series 6,7,63 and 65 investment licensed and also have obtained my Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, and Certification in Long-Term Care designations.