I didn’t come from a finance family. I didn’t inherit a client book or learn how to “play the game.” I built my path by doing—questioning, adapting, and learning from first principles.

My career has taken me through pensions, group retirement, and individual wealth management. I’ve guided people through life transitions with a focus on clarity and long-term planning. Along the way, I saw how traditional firms often fall short—relying on outdated models, surface-level advice, and fee structures that don’t always match the value delivered.

That’s why I started Wiseman Capital: to strip away the noise and focus on what matters—clarity, alignment, and progress. No suits. No upsells. No fluff.

I hold the Chartered Investment Manager (CIM®) designation and am licensed through Sentinel Financial Management Corp. My platform partner is Agora Dealer Services—a modern infrastructure built for transparency, efficiency, and simplicity. Together, this allows me to deliver low-cost investment management powered by modern tools, while keeping the human connection at the heart of everything we do.

Wiseman Capital isn’t here to look the part. It’s here to build something better—with purpose, intention, and a relentless focus on client experience.