Investia Financial Services
My financial services career began in 1989 in banking before becoming an independent financial planner in 1996, and joining Investia Financial Services in 2009.
I am committed to furthering my education and completed my FMA designation in 1999, CFP designation in 2000, Branch Managers Course in 2003 and Hedge Funds course in 2005.
My practice revolves around providing independent financial advice to my clients based on non-proprietary, unbiased research. I greatly value the confidence and trust in my client relationships and continually strive to provide a high level of service.
I provide a full range of financial services to my clients including retirement, investment, education, insurance, and cash management planning.
Share Your Experience With Us