Our Team

I come to the table with over 10 years of experience in the financial services industry in communications and digital platform administration. Prior to that I worked for a large tech organization as a project coordinator.

What really gets me excited is working together with advisors, firms and enterprises to build meaningful digital experiences for their clients and prospects that showcase the power of their brands and their unique offerings. My goal is to work with clients to ensure their needs are met with precision and care.

When I’m not working with clients to deliver amazing digital experiences, I’m usually found playing board games with friends, playing my classical guitar, and spending time with my wife and corgi Finn.

Since 2011, I’ve been working with financial advisors to establish the identity of their practices, build impactful brand narratives, enable sales and make greater connections with clients and prospects.

Nothing gets me more jazzed professionally than when I’ve helped an advisor practice experience increased brand awareness, higher customer satisfaction and retention and faster business growth. While I enjoyed my time leading large teams in large companies overseeing marketing and distribution communications, I'm all too familiar with the shortcomings of “head office” when it comes to supporting advisors' unique businesses.

I love working with our clients to develop solutions that work and offer choice and flexibility that are as unique as their businesses.

When I’m not playing business-marketing-professional-guy, I’m usually out in the garage welding something, woodworking or squeezing every ounce of performance out of my 57’ Chevy pickup truck “tetanus”.

Helping financial advisors delight their clients is my passion. I've led teams of 4 to 425 employees in client service, policy change, claims, communications, advertising and marketing within insurance and wealth management. My expertise includes designing engaging client experiences, processes and metrics, as well as creating communication programs across client and product lifecycles. I'm also skilled in crisis communications, and presentation development and delivery.

I love delving into what makes each advisor firm unique. Each client touch point is an opportunity to deepen and expand the relationship. Increasing the frequency and impact of those interactions – while saving advisors time – is hugely rewarding.

When I'm not mind-melding with advisors, I can usually be found in hockey rinks across Ontario or de-jungling my gardens.