“Have the courage to follow your heart and intuition. They somehow know what you truly want to become.” – Steve Jobs
I strongly believe in advancement through education and dedication. Thus, after fourteen years of owning and operating my own business, I decided to dive into my Master of Business Administration designation and become a Financial Advisor.
My last thirty years have been a development road for my listening and coaching skills. As a former semi-pro athlete, I understand what goal setting, collaboration and resiliency mean. I apply these values during the financial planning process with my individual and business clients.
I developed my financial security advisor practice with a team style methodology approach. Our organization has a robust support system designed to assist my clients and me along the way. I like to say that there is more than one brain working for each of our customers.
My client’s success is what energizes and inspires me to continue doing what I do. Knowing that my advice matters and makes a difference in them, their loved ones and their businesses.
Some of my strengths and experiences are:
- Experience as an entrepreneur (20+ years)
- Ability to coach and mentor young professionals with their financial planning
- Work as a team to develop and implement a plan that provides the financial peace of mind to enjoy retirement
Outside the office, I keep myself busy playing hockey, practicing my guitar (far from being good at it), and coaching my kids’ hockey and baseball teams. I have four loving and busy boys that keep my wife and me super active and happy.
Please, do not hesitate to reach out to me; I am never too busy to help my clients.