As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, I have the experience and resources to meet your needs.
J.D. has been in the financial services business since 1994. He has been an independent financial consultant since 2002. His financial planning practice revolves around a long term focus on client wealth accumulation and estate preservation, supported by strong service and client relationships.
His financial planning accreditations include:
J.D. has been happily married for over 10 years to his wife Jocelyn. They have two wonderful daughters. He spends his leisure time involved with family, softball, hockey teams, and hacking away at golf when he gets a chance.