Growing up in a family working in a private, local business, I learned the value of investing in relationships. I value the relationship I build with you and I thrive off your success.

My team and I work hard to help you build not only your financial capital, but also your social capital. We focus on building tailored solutions to help you and your family achieve your goals. We learn who you are and where you are today, and provide advice and solutions that allow you to grow toward success. Using a holistic approach, we work with our internal experts to develop a comprehensive wealth plan designed just for you and your family.

All that would be nothing without the follow-up. That's why we evolve with you and your family over time, helping you execute on the plan and address challenges as they arise.

Outside of work, I enjoy spending quality time with my family and maintaining an active and outdoor lifestyle. This allows me to stay healthy while building relationships with my community and with nature.

• Certified Financial Planner (CFP^®)
• Family Enterprise Advisor (FEA)
• Chartered Investment Manager (CIM^®)
• Bachelor of Business Administration (BBA)