Meet the Owner

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I began my career in the financial services in 2010 with a major financial and insurance institution. After learning the intricacies of the health and wealth industry I made the move to become an independent broker and opened my practice in 2016.    

Over the years I grew frustrated with what I saw as inherent flaws in the traditional insurance and bank industry platforms. Institutions flogging their proprietary products and putting shareholders’ interests ahead of the clients’... all to insure LARGE quarterly profits!    

I have built The Difference Wealth & Estate Management upon the principles of remaining independent from any one institution. This allows us to provide our clients with unbiased family & business centric options & advice. Always focused on the client first... Always.    

Our success is based on understanding and then surrounding our clients with the brightest resources and options to help achieve their goals regardless of what life presents.   

I look forward to meeting you & making a Difference!