DTR FINANCIAL

DTR Financial is a wealth management firm that is focused on defining what wealth looks like for each individual client or family.  I do believe that wealth should be measured by your ability to sustain your desired lifestyle, versus simply measuring the amount of money within your account.

I choose to deal with my clients in a straightforward manner, with full disclosure and transparency of all fees, products, and solutions that I propose to implement.

My independence allows me to truly find the right solution for my clients.  I have access to many different partners within the financial industry that will help to achieve the goals that my clients identify as most important to them.

Being a CERTIFIED FINANCIAL PLANNER® Professional,
I strive to understand every aspect of your financial picture.
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(403) 703-8184

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