Advisors in New Glasgow

Money rarely stays in one neat category. A business decision can affect the household. An insurance gap can affect long-term security. Investment, retirement, tax, and estate decisions often overlap.

My role is to help connect those conversations.

Before entering financial services in 2019, I built a career in technology, business ownership, and adult education. That experience continues to shape how I work today. I ask practical questions, look for areas that may have been overlooked, and explain financial concepts in clear, straightforward language that people can understand and apply.

As a Senior Advisor with Solomon Financial, I work with individuals, families, professionals, and business owners across Nova Scotia, New Brunswick, and Ontario. My work may include insurance, investment solutions, retirement income planning, and helping coordinate the financial priorities that exist between a client’s personal and business life. When appropriate, I also work alongside their accountant, lawyer, or other trusted professionals.

I call my approach WealthCare: looking beyond any single product or transaction to better understand your goals, what you are building, what could place it at risk, and the priorities that matter most to you.

I believe financial decisions should be made with confidence, not pressure. You should never feel compelled to move forward with a strategy or solution you do not fully understand. My role is to help make the conversation clearer, the options easier to evaluate, and the next step more thoughtful and intentional.