My Story
I’ve spent 46 years in investment management. My career began in South Africa, where I built a family-office firm and managed funds in South Africa and Guernsey for families who trusted me with every part of their financial lives.
In 2006 I moved to the United States and launched a U.S. mutual fund — and saw first-hand what markets can do to people who need their money to last. Today my focus is simple: helping you turn what you’ve saved into income you can count on, with confidence.
How I Work
I think of myself as a financial coach, not a salesperson. Every client goes through the same three stages - Define, Identify, Implement - with at least three meetings before any decision. I handle every conversation myself.
DEFINE
We define what you want to achieve and capture the full picture of your situation.
IDENTIFY
We identify the one or two solutions that genuinely fit those objectives.
IMPLEMENT
We implement — taking the right steps, at the right time, to put the plan into action.
Beyond the Office
I’m a combat veteran, married since 1980, a father of three and a grandfather of two. I founded a nonprofit and a community enrichment program — and I’m a rugby and Formula 1 fanatic.
Why “Sirius”?
Sirius is the brightest star in the night sky. The ancient Egyptians watched for its pre-dawn rising to predict the Nile flood and plan the harvest. Explorers used it to cross oceans, and it’s still used in space navigation today.
A fitting guide for a journey as important as your retirement.
Credentials
✓ Licensed life, health and annuity insurance professional
✓ Independent - appointed with multiple carriers