Who We Are
Certified Financial Planner®
My clients are intelligent, level-headed people. They rarely need my advice but seem to appreciate it if I walk alongside them and cheer them on. I prefer to act as a friend and a coach. I can propose a play or course of action, but the players know the game. My life’s work is based on three simple principles: being patient, practicing discipline, and believing that tomorrow will be better than today.
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Financial Advisor with Investia Financial Services Inc.