With over 8 years’ experience in the financial services industry, and over 32 years in the client service and retail management industry, I have the skills and life experience to understand my client’s needs. I love getting to know my clients, their goals and dreams, challenges and opportunities, as well as learning about their family, their lifestyle and careers.
I’ve always had a passion to have a positive impact on people’s lives. This profession has allowed me to do that, in a very real and significant way.
I help people to create wealth, protect their wealth, protect their income, pay less taxes and plan for retirement. Once we agree to work together you are under my care and protection, in all aspects of your finances.
Please contact me to learn how I can become your CERTIFIED FINANCIAL PLANNER®.
* This individual is registered with Portfolio Strategies Corporation.
