About Me

I believe that Financial Planning is about far more than just money and numbers, it’s about the lifestyle and legacy you can create with those things that really matters. There’s a lot of emotion around retirement and financial matters and I love it when clients walk out of my office feeling confident that the advice they have received is going to improve their financial well-being. Like all the Story Wealth team, I love life, celebrate it, and believe that it’s my responsibility to give back to others personally as well as through my work. I enjoy the simple things of life: like spending time with my family, wine-tasting, running (it's all about balance!), hosting dinner parties at home as well as dining out with friends. Financial planning isn’t only about the future, it’s also about responsibly enjoying life in the here and now. An important part of the Story Wealth process is discovering clients’ short-term goals and aspirations, and ensuring that careful planning will allow our clients to live for today, and provide for tomorrow.