Who We Are
For over 30 years, I've dedicated my career to guiding investors through some of life's most challenging financial markets. Through consultation, education, and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, I have helped many clients manage their wealth, guiding them through investment strategies that best suit their diverse needs. Another important part of my being able to offer excellent service to my clients is my assistant, Kim Krapp. Kim has worked closely with me and my clients for over 20 years. She is a Senior Registered Private Client Associate and quite capable of handling all of your account servicing needs.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.