I am passionate about the pursuit of the ultimate client experience in order to ensure that every aspect of your plan is looked after with the most innovative consumer products the marketplace has to offer. My background in small business, both residential and commercial Real Estate, allows me to focus on the analytical side of the financial planning business.
I manage all of the office contracts, equipment, and suppliers as well as research competitive products and services to offer you in the planning process to assist you in living your dream.
Investment Planning Counsel
The Royal Oak Team