My journey into the financial services industry began nearly 20 years ago, inspired by a high school teacher who went beyond the curriculum to teach us about real-life money skills—budgeting, investing, and the importance of planning for the future. That early influence stuck with me and shaped a career that’s been focused on helping others feel informed, empowered, and confident in their financial decisions.

Over the years, I’ve had the privilege of working with people from all walks of life, but more recently I’ve focused on guiding retirees—helping them create income plans they can trust, spend their money with confidence, and ensure their estates are well-positioned to transfer smoothly to the next generation. After witnessing too many preventable mistakes while working in the traditional banking world, I’m especially passionate about getting that part right.

Outside of work, I’m a proud husband and father of two young kids. Most weekends, we’re exploring provincial campgrounds in our new trailer, riding our e-bikes around town, or cheering on the Pittsburgh Steelers.

At the core of everything I do is a deep belief in building lasting relationships and making financial planning feel a little less intimidating—and a lot more human.