My passion for the game of hockey has helped me develop many relationships and is allowing me to develop a specialization in the unique needs of professional athletes. I also work closely with growing small business owners and their families.
I work with these clients by first and foremost building a foundation of trust and mutual accountability. I ensure they know they can rely on me for any financial matter that either makes them excited or has them losing sleep at night. I do this by curating outside the box strategies that diversify their financial plan in ways that they would have otherwise not known about. I pride myself in offering a service that goes far beyond the call of duty and I love seeing the benefits it brings my clients.
I make an impact with my clients by digging deep into what their vision of the future looks like. With the support of my team, I ensure we are taking the necessary steps for consistent forward progress. This gives my clients the peace of mind that they are prepared for today and whatever is to come in the future.
The reason I do what I do is because I have a true passion for helping people. What keeps me going every day, is knowing that I can actively improve peoples’ lives through my work. Outside of that, I am passionate about giving back to the community in my free time.