A 20 year plus veteran of Financial Services who has worked with leading financial solution providers and institutions to help my private and corporate clients to meet their financial goals and objectives.  A strong focus on long term relationships, ensuring all solutions and recommendations are of high quality, qualified, regulated, non-proprietary and hand selected in meeting client needs.

Providing strong and qualified expertise in financial planning, investment planning and estate planning with a strong back-ground in personal finance, investment strategy and financial markets.