As a CERTIFIED FINANCIAL PLANNER^® (CFP) professional, I specialize in high net worth portfolio management, providing sound advice and financial support to multi-generational families, pre-retirees and professionals. My philosophy is simple: put people and service first. Life is rich and varied. Your financial plan should be, too.

I tailor solutions to your life’s goals, focusing on all areas of your financial future. This includes incorporating my knowledge and specialization in the areas of investment planning, intergenerational wealth transfer, retirement and tax planning, and presenting it to you in a clear and simple plan.

My daughter Sophie and I enjoy working together, as well as spending time with my other daughter, Renée. I enjoy recreational time outdoors, golfing, and spending time with my grandchildren.