About
Making & Meeting Goals
Right out of the gate, you’ll have an opportunity to get to know who we are, what we’re about and how we’ll work together. And we’ll learn about you - what’s worked well for you in the past, what you want to improve, and what you’re looking for in a financial advisor. Building mutual trust is paramount to our process.
Let’s get the conversation started. Tell me about yourself and let me show you how a truly synchronized plan can make an immediate impact to both your short and long-term goals. Contact myself or one of my team members to arrange a free consultation.
Building Strong Futures
For the past 25 years, clients in my practice have been mature and established. They've come to expect solutions that are tailored to their specific needs by someone with experience and proven results. I design and manage comprehensive solutions for high net worth professionals. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.
We take a personalized, holistic approach because every decision made in one area of your life may open opportunities or present challenges in another. Only when your financial needs are truly interconnected and synchronized, can you be sure you’re getting the most out of your money and achieving true financial well-being.
About Me and My Team
As a seasoned professional with over 25 years experience in the financial services industry, I focus on the creation and preservation of multi-generational wealth for clients with IG Wealth Management.
I work closely with the specialists in my office to ensure all of your questions are answered with the highest degree of knowledge, and a team of people to ensure all your needs are handled in a timely fashion.
Rick Wichmann - Senior Financial Consultant
Dave Coggins - Associate Consultant
Daniel Gibson - Consultant
Carly Scully - Associate
Ruth O'Leary - Executive Assistant