Our Team

Designations:
CFP Certified Financial Planner
R.F.P. Registered Financial Planner
CLU Chartered Life Underwriter
CH.FC Chartered Financial Consultant

Do you have to make some tough financial decisons? We can Help forecast the results and analyze the results you can see what works, how it works and what doesn’t work. Like a map, a plan provides a point of reference, allows you to measure progress. We can help. To be effective we must get to know what is important to you and who is important to you. In order to learn this we use a process that is made up of six distinct steps. Our goal is to help our clients succeed in growing, protecting and preserving their wealth. The result is always the judge.

My involvement in the industry has been continuous since 1966. In the course of my career I progressed as a banker, insurance agent, a manager and as an owner of my own financial services firm. My affiliations and associations include:

Associations:

Advocis / CAIFA /CAFP

Financial Planners Standards Council - FPSC

Institute of Advanced Financial Planners – IAFP

Institute of Chartered Life Underwriters – CLU