As an independent financial advisor with 10 years of industry experience, I made the decision to join GP Wealth Management in April 2016.

Our firm’s moto is “Independent thinking working for you”. This means as a client, you receive financial products and solutions that are unbiased and in your best interest; that’s my commitment to you.

The process starts by working closely with each client to evaluate where they are financially today, determine where they need to be, and then implement the key components of financial planning including wealth management, estate preservation and tax planning, to help them attain their goals.

I look at my relationship with each client as a partnership based on trust, objectivity, and accountability that helps build a lasting relationships.

The greatest compliment from a client is when they refer me to family, friends and colleagues; it validates my advice.