I currently serve as a Senior Financial Advisor at Assante Capital Management Ltd. I am a founding shareholder of Assante Wealth Management. I have been a guest radio host in the role of resident financial authority from 1994 to 1997 prior to being a weekly expert on talk radio from 2008 through 2010. I have been quoted as a financial specialist in national print media dating back to 1999. Since 1991 I have hosted over 100 public seminars on financial success. My educational accomplishments include three degrees, a Bachelor of Physical Education, Bachelor of Education and a Bachelor of Business Administration with honors. Professionally I am a decorated financial planner holding the certifications of Certified Financial Planner, Registered Financial Planner and Certified Investment Manager. My proudest accomplishment is my family, which includes my wife Marie and children Sarah, Riley and Meghan.
Published content areas
These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.
Senior Financial Advisor
Evidence-backed planning topics
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Senior Financial Advisor
I currently serve as a Senior Financial Advisor at Assante Capital Management Ltd. I am a founding shareholder of Assante Wealth Management. I have been a guest radio host in the role of resident financial authority from 1994 to 1997 prior to being a weekly expert on talk radio from 2008 through 2010. I have been quoted as a financial specialist in national print media dating back to 1999. Since 1991 I have hosted over 100 public seminars on financial success. My educational accomplishments include three degrees, a Bachelor of Physical Education, Bachelor of Education and a Bachelor of Business Administration with honors. Professionally I am a decorated financial planner holding the certifications of Certified Financial Planner, Registered Financial Planner and Certified Investment Manager. My proudest accomplishment is my family, which includes my wife Marie and children Sarah, Riley and Meghan.
