About Me

I have been working in the Financial Services Industry for the past 17 years.

I have worked with larger organizations like GE Money, AMP, and KPMG as well as boutique financial practices. I have enhanced my skills in strategic planning, investment analysis, and client satisfaction. I am passionate about providing my clients with unbiased advice and helping them achieve their financial and lifestyle goals.

I have guided my clients through the significant changes in this industry during the past couple of years. I believe that the main focus of my role is to be a financial coach to my clients and provide them peace of mind. What I really love to do above everything else is to guide my clients in arriving at the most appropriate solution for their needs.

I specialize in providing investment portfolio construction, cashflow and budgeting advice and ongoing financial coaching for my clients.