I am a financial advisor with a personal coaching approach. I consult with individuals, families and business owners, using sound financial principles. I am much more than a “numbers guy” and have a unique ability to connect with clients. I am a skilled communicator and offer advice with a full understanding of my clients’ strengths and difficulties. I offer clear, sensible advice that is free of jargon and pretense.I believe that despite the busy lives and challenges of today, it is possible to prioritize both family and career. My wife Leanne and I have been married since 1977 and we have worked together in our financial planning practice since 1994. Together with Leanne, who manages client services for the firm, I enjoy the benefits of a balanced life. Our goal is to share the knowledge, skills and experience we have gained over decades so our clients can have the same.Specialties: Financial planning and coaching. Creation of personal wellness action plans