I've been licensed and registered in the securities industry since 1993, and I made the move to become an independent advisor in 1999—a decision that fundamentally changed how I practice and serve my clients. Having the freedom to truly put clients first, without the constraints of a large firm's agenda, has allowed me to build the kind of relationships that make this work so rewarding.
I hold securities licenses 7, 24, 63, and 65, along with my Accredited Portfolio Management Advisor (APMA) designation. Over the years, I've developed a particular passion for helping retirees and near-retirees navigate what can be both an exciting and overwhelming transition. There's something deeply satisfying about helping someone move from the accumulation phase of their life to actually enjoying the fruits of their labor, while also ensuring their estate planning reflects their values and provides for the people they care about most.
On the personal side, I'm proud of my son who's living up in BC, Canada. It's always an adventure when I get to visit him and experience life north of the border. Here at home, I share my life with my sweetie, Tina, and our four dogs—yes, you read that correctly, four dogs! They definitely keep us busy and entertained.
When I'm not in the office, you'll likely find Tina and me outdoors with our pack, or we might be off traveling to someplace new. I love getting out on the water to fish when I can, and I'm always up for watching a good golf tournament or football game. I also tackle home projects, though I have to admit that "enjoying" them might be a bit of a stretch—let's just say I appreciate the results more than the process!
What I love most about this stage of my career is the depth of relationships I've been able to build with clients over the years. There's real trust there, and being part of someone's journey through retirement and legacy planning feels like a privilege I don't take lightly.