I’m passionate about my role as a financial advisor in this very dynamic industry, as well as my responsibility within the Optimum Financial Services Group. For the past 16 years, I’ve helped clients understand how to create or protect their financial independence and my focus is to assist and support individuals and business owners.

How do I do it differently? There’s often a disconnect between the various products and structures available, tax treatment, how the fund management is dealt with, and the eventual investor. As an intermediary, it’s my responsibility to bridge this gap in a manner that will educate/support my clients and their objectives. I’ve had the privilege to work with many people over the years – and each client and unique scenario has shaped me and honed my skills as an advisor. Connect with me if you need to work with someone you can trust unequivocally, if you want assistance with the process of investing, and for investment advice that’s aligned with your objectives. Having me as an accountable partner will give you the advantage.