About My Practice
I am a senior advisor with Financial Focus, a firm comprised of 6 senior advisors and 6 staff members. We specialize in comprehensive financial planning, and investment management for individuals and their families.
I have been a financial advisor since the year 2000. I spent the first 6 years of my career with Assante/Loring Ward, a firm that specialized in investment management for athletes and entertainers. I have been with Financial Focus since January 2007. I received my CFP® designation in 2008. I have completed the Financial Life Planning training at Money Quotient. In my previous career, I was an investment banker with CIBC Wood Gundy in Montreal, and Goldman Sachs & Co. in New York.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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