With more than 16 years working with clients, tailoring financial solutions and managing their savings and wealth, my focus on financial planning and wealth preservation see me looking after a wide variety of business owners, retirees and more. Folks often reach out to me when they’ve experienced a life changing event. Whether it be the loss of a family member or loved one, retirement, divorce, a move…they’re looking for guidance from someone they know has their best interests at heart. I believe in a one-on-one approach with clients, so I invite you to call me directly at 902-837-6002. No go between, no automated directories. Just an honest conversation between us, figuring out the next steps together.