About

I  understand your goals and dreams are as individual as you are.

I understand in a very personal way, the urgent need to create a financial plan that helps you protect your family in the event the unexpected happens.

In 2005, with no warning, at just 27 years of age, my wife Doré was diagnosed with a life-threatening brain ailment. Her recovery has been helped in no small measure by the critical illness and disability insurance we had. Without it, our family’s financial security would have been greatly diminished.

Before this event and especially since, I consider it my mission to ensure other families have the necessary financial planning solutions (including insurance and investments) to help keep them on track to meeting their financial goals and dreams, regardless what obstacles life throws their way.

Ask yourself if your family is as prepared for an emergency as ours was. Please contact me. I’d like to help.

View a short video about our critical illness and disability insurance experience