About Us

Acting in a Fiduciary capacity for my advisory clients, with over 30 years’ experience as a financial professional, what if I aim to show you a strategy to grow and protect your money like the wealthy? The best news is...

Also known as “Dini”, my handsome 3 year-old Miniature Schnauzer prides himself on eagerly greeting our visitors. He is quite vocal in announcing their arrival! His specialty is learning new tricks and stealing shoes. Dini...

Teddy is a new edition to my practice, and has settled in nicely. At 6 months old, he is, of course, still in training and I am not quite sure what he will be best at in the office. He, too, is a Miniature Schnauzer, who loves my...