Find a CEA

You have a vision for your financial future. Building and protecting wealth requires a plan. As a Certified Financial Planner® and Chartered Life Underwriter, I provide the long-term strategic perspective you need.

I specialize in Group Benefits, Life Insurance, Disability Insurance, Critical Illness, and Complex Financial Plans. I love to work with small business owners to determine the best strategies for their families and their corporations.

I specialize in financial plans and protection plans for young families and business owners. There should be thought put into your plan so that it meets your stated goals. I create partnerships with my clients and work with them through the personal and professional stages of life.

I create unique and custom catered benefit and group retirement plans for employers to help retain and recruit team members. Benefit plans should not be one size fit all! They should fit your unique work force and should be reviewed regularly to ensure they meet your stated goals and values. I will work with you to keep your company and your staff happy.

As a financial advisor, I am dedicated to helping my clients achieve their financial goals by providing expert advice, personalized solutions, and exceptional service. I am committed to upholding the core values of integrity, professionalism, and trustworthiness, and I strive to embody these principles in every interaction I have with my clients. I aim to be the industry's most trusted and respected financial advisor and make a positive difference in my clients' lives, families, and businesses.

My services include financial planning and estate planning. I use the diverse products of insurance companies, such as whole life insurance and segregated funds, to help my clients transfer their wealth in a timely, private, and cost-effective way.

作爲一名財務顧問，我致力於協助我的客戶實現財務目標，提供專業建議、個性化解決方案和卓越的服務。我承諾堅持誠信、專業和值得信賴的核心價值觀，並努力在與客戶的每一次互動中體現這些原則。我的目標是成為行業中最值得信賴和尊重的財務顧問，並對我的客戶、家庭和企業產生積極的影響。

我的服務包括財務規劃和資產規劃。我使用保險公司的多樣產品，如分紅人壽保險和保本基金，以幫助我的客戶及時、隱私和具有成本效益地轉移他們的財富。