Experience & Background
As Founder and Partner of Continuum Consulting Group, I oversee the firm’s management and strategic direction while continuing to serve clients directly. With more than 25 years of experience in the financial services industry, I provide comprehensive financial planning for families and small businesses. Over the years, I’ve developed a deep understanding of both the technical and emotional aspects of financial planning, valuing the family dynamics that shape each client’s story and taking pride in simplifying complex financial issues.
Planning Philosophy
At Continuum Consulting Group, our mission is to guide clients through the continuum of change as they pursue clarity and financial well-being. My goal is to help clients make smart financial decisions while understanding the deeper purpose behind their money. I believe every family is unique and deserves the specialized attention that goes into designing and implementing a truly personalized financial plan. Having walked with clients through major life events, like retirement, career transitions, and the loss of loved ones, I find real fulfillment in helping them navigate these moments. The greatest compliment I receive is when clients tell me they feel more at ease after meeting with me.
Outside the Office
Outside the office, I enjoy traveling and spending time with my wife and our two children. Whether we’re at home or exploring somewhere new, I value the chance to create lasting family memories together, and I’m usually the one planning the next adventure.
Fun Fact
I’m an avid wine enthusiast and love exploring new varietals and wineries, especially when we can weave a tasting or two into our family travel plans.