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I believe true financial planning is about providing comprehensive advice that delivers real value to clients. With a strong background in financial planning, I ensure that my clients have the right life, disability, or critical illness insurance tailored to their needs. My expertise also extends to retirement planning, where I help clients build a secure financial future. If you have any questions, feel free to reach out—I’m always happy to help!
Before joining Billyard Insurance Group, I spent nearly five years at a boutique firm specializing in high-net-worth financial planning, working closely with business owners. This experience allowed me to deepen my expertise and learn directly from senior leadership, translating that knowledge into valuable, personalized advice for my clients.
Outside of work, I’m deeply involved in the local sports community. While my playing days are behind me, I’ve been coaching hockey and lacrosse for several years. My competitive spirit has also led me to take up golf, always looking for ways to improve my game.
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