Over 40 years of experience in the financial sector has given me a deep understanding of holistic wealth management. My experience is not an intrinsic value – its value comes from what it enables for my clients. My actions are always guided by a total wealth perspective, but the client’s will and goals are at the center. I listen, respect and act accordingly. My long experience and extensive expertise also open doors to opportunities that the client may not have thought of – bringing new perspectives and solutions to wealth planning and management. I know what is possible – and how to get there.