Certifications in Responsible Investment: Responsible Investment Specialist (RIS)

With over 25 years experience, my objective is to provide sound financial planning advice, reviewed and updated regularly, so my members will have the resources to realize their aspirations and stay on track. Building long-term relationships is the best way to help my members to explore the financial planning options that are best at each stage of life. Whatever their short or long term financial goals – buying a home, paying for education, reaching retirement goals or leaving a legacy – I will work with my members to help them get there. I want to ensure that they have the financial resources to stay on track and meet their goals.