YourLife Financial was founded in 2009 after I spent 10 years with Assante Capital Management, where I served as an assistant branch manager. During that time, I realized something important: traditional financial planning often put too much weight on numbers and not enough on the people behind them.

What I saw time and again was that clients thought they wanted a financial plan—but when it came time to dive into the details, the process sometimes stalled. Eventually, I realized why: people don’t connect with spreadsheets and charts—they connect with their values, goals, and vision for their lives. That’s when the idea for YourLife Financial was born.

At YourLife Financial, I work with you to uncover what matters most in your life, and then we build the financial plan around that. I created the YourLife Vision Plan™ to shift the conversation away from just numbers and into something more meaningful—helping you design a life you truly want to live, supported by the right financial strategies. My role isn’t to simply tell you what to do. I take a collaborative and educational approach, so you’ll always understand the “why” behind the decisions you’re making.

I’m part of a strong team of financial professionals—including investment, insurance, tax, and estate specialists—so together we can take care of all aspects of your financial picture. Over the years, I’ve also led workshops for business owners, professionals, and retirees on preserving and growing wealth. My focus is on supporting high‑net‑worth families, entrepreneurs, and professionals who value both financial security and personal fulfillment.

Outside of work, I’m passionate about travel, photography, and the occasional home renovation project. I play ice hockey to stay active and, at home, life is happily full thanks to my pack of dogs and cats.