Book An Appointment

For new clients –

  1. We will start with a 15 phone call so I can find out more about you and what you are looking for. Please book your call here on my online calendar (no username required!)
  2. After our phone call we can schedule a time to get together.  I will ask you to bring in some of your documents with you to help me prepare your financial plan.

For existing clients –

  1. To review your investment, insurance and financial plans, please click here on my online calendar.
  2. For more scheduling availability, please click here for my full calendar.


Alternatively, please feel free to call our office anytime at 306.979.5000.