Value statement

I seek to establish long-term multi-generational relationships with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.

I am a firm believer in giving back to society

The Krempels Center is honored to have Doug Bohlman, Financial Advisor with RBC, donate his time to helping brain injury survivors create a better life. Doug, facilitates monthly current event conversations to help participants find their voice and increase their confidence. More information about Doug's volunteering can be found here.

The North America Family Office Report 2025

Learn about trends impacting family offices in the U.S. and Canada, including succession planning, strategy shifts, strengthening governance and new technologies.

Explore the family office landscape >

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact me to set up a consultation.

Latest Insights

Global Insight large network server

Big Tech’s AI expansion: From investment to scalable returns

Feb 03, 2026 | Joseph Wu, CFA

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

Read more

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly