Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
54
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • Series 7
  • Series 65
  • Series 63

Education

  • Bachelors Degree in Economics, Sir George Williams University, Concordia University, Montreal Canada

Awards & recognition

  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2023

Interests

I have been married for over 50 years and have 3 adult children and 3 grandsons.

My wife and I try to be active in community affairs such as helping the foods banks and schools. We are also involved in our grandchildrens' activities which are wonderfully diverse, ranging from music to swimming events. We love theatre, concerts, and college sports.