When people ask what I do, I don’t start with products or performance reports. I start with your story. As an IG Wealth Management senior consultant, I help individuals and families navigate life’s most important financial decisions with structure, clarity, and care. Whether you’re preparing for retirement, managing an inheritance, or guiding a parent through a financial transition, my role is to make sure you never feel like you’re figuring it out alone.
My approach to financial planning is deeply personal. It’s grounded in listening, built on trust, and designed to evolve with your life. I bring together all the moving parts—taxes, investments, estate, retirement income, insurance—into a single, coordinated plan. The goal? To help you make confident decisions and protect what matters most.
And while the numbers matter, what sets my approach apart is the relationship. I stay involved, stay reachable, and stay invested in your success—for the long run.
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.