I have over 35 years of experience and I have obtained some of the highest professional accreditations available. Only the most qualified financial planners are allowed to use the CHFC designation. I specialize in working with small closely held corporations, assisting them with all their Employee Benefits, Business Continuation and Estate Planning needs. Utilizing advanced tax strategies I helped business owners implement successful retirement plans while maximizing their estate value for their heirs. I am a graduate of Queen’s university, Go Gaels, and have been married to Debra for 36 years and is the proud father of a son Jordan.