We are Trillium, offering Planning, Investing & Financial Advice



Planning for one’s financial future can be difficult. I can assist. My independent financial planning and expert investment advice will provide you with the peace of mind that enables you to focus on living the life you desire. After more than two decades of trading and providing financial advice in the United States for JPMorgan Chase, I discovered my true passion: assisting others in making wiser financial decisions. I am committed to providing comprehensive, objective investment advice and straightforward, transparent fees. My mission is to educate and empower you, the individual investor, by providing a forum for independent, sound investment advice. With my help, you will understand the financial markets and investment strategies in order to make educated decisions that best align with your long-term goals.