Member Bio
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Random facts in no particular order: Married, Dad to two cool kids....and two crazy dogs. We love to travel together as a family. 20+ years of learning as a financial advisor/financial planner. I love being outdoors: hiking, mountain biking, camping, snowmobiling, skiing, and golfing.
Married to a dedicated healthcare professional and a proud father of two, I enjoy spending time with my family outdoors—whether it’s mountain biking, hiking, camping, snowmobiling, skiing, or golfing. With 22 years of experience in financial planning, I enjoy helping business owners, incorporated professionals, and their families navigate complex financial decisions.
One of the hardest lessons in finance—and in life—is recognizing that complex problems don’t always require complex solutions. Quite often, the smartest approach is the simplest. I believe that straightforward strategies lead to better financial outcomes, and I’m committed to helping my clients make confident decisions without unnecessary complexity.
Lifelong learning is at the core of my practice, ensuring I provide evidence-based, strategic advice that helps my clients achieve their goals with confidence.