As a member of the Integrated Family Office team, my role is to facilitate the design, product selection and implementation of financial plans that aim to provide families with generational lifetime income.

My mission is to deliver creative solutions to address the wealth accumulation, preservation, retirement and estate planning needs of business owners and individuals.

After over three decades with Integrated, I’ve had extensive involvement in many planning and implementation discussions which gives me a deep knowledge base to serve as a go-to resource for your evolving needs.