As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen my relationship with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will I help you effectively transition your business, but will also advise you on personal and personal financial matters.

As an Accredited Investment Fiduciary AIF ® with over 20 years of Financial Services experience I specialize in wealth management and investment solution for business owners and High Net Worth Clients.

I provide the expertise you need to help manage, grow, and protect your assets through all stages of life.

As your needs and goals evolve, I offer a spectrum of carefully selected investment strategies to help you make informed decisions that align with your unique situation.