About Us
I help my clients create and keep wealth accumulated during their lifetime. Careful tax planning for them, both for present and the future, is very important to my practice. I believe in the long term relationships with people and an honest service.
My client’s best interest is always on my mind, and this is the only way I do business.
Credentials
- Bachelor of Economics (Major in Financial Analysis) 1976
- Life/Disability License 1993
- Mutual Funds License 1994
- IFIC’s Branch Manager’s Examination Passed 1996
- CFP Earned 1999
- CLU Earned 2006
- And what’s next? I will continue to seek knowledge in Financial Services Industry acquiring designations to help my clients do better.
Zdenka, my one and only wife blessed me with two sons. Their support and personal accomplishments are my lifetime inspiration.
Also, everybody should know that I am passionate about fly fishing and cross country skiing. I’d like to introduce people I know into these soul filling activities and all of my clients are more than welcome to join me for the round of both during the seasons.