Executive Vice President
In my prior career, I had the opportunity to work for a multi-national corporation in three continents around the world. This career provided me a platform to be exposed to several different cultures. With this diverse background, I embarked my second career in financial planning in 1998.
During the last twenty years, I have had the pleasure of working with many professionals and companies from different stages of their business cycle – including benefit plans for the business, succession planning for owners, business exit strategies, and retirement planning for owners and executives. As time goes by, I have been involved in serving the financial needs of the next generation of my clients. I get a great deal of satisfaction helping families transition not only their wealth, but also their values from one generation to the next. Teaming with other financial professionals within my firm enables me to provide comprehensive services to my clients.
Allow me and our team to use our diverse background and experiences to assist you with achieving your financial goals.
- BSc (Hon) in Mechanical Engineering – Brighton Polytechnic (UK)
- MBA – Warwick University (UK)
- CLU® – American College
- CFP® – College for Financial Planning
