About Me

I am a confident, energetic and committed Senior Financial Planner with extensive experience developing holistic, tailored solutions for clients. I am passionate about delivering quality outcomes ethically. I achieve my greatest satisfaction from developing long-term relationships with my clients and improving their financial situations through sound research, careful evaluation and thoughtful product and solution recommendations.
My well rounded background encompasses both wealth protection and wealth creation and I am highly regarded for my technical knowledge, my tenacity in resolving complex cases and my genuine care for clients.