Meet The Team
Senior Investment Advisor
CFP®
CEA
BA
With over 15 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER® designation conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
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Investment Advisor
CFP®
FMA
CEA
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Senior Investment Advisor
CFP®
FMA
LLQP
I strive to deliver a comfortable client experience and provide a holistic approach to wealth management for high net-worth clients. I will work with you to identify your financial needs and implement solutions over different stages in your life by establishing a strong working and personal relationship. I hold myself to the highest standard, putting clients first in my pursuit to provide the best-in-class client experience built on care, compassion and extensive expertise.
I offer a personalized approach and a customized investment portfolio and financial plan. I have access to financial products and services to meet all of your financial needs and will work with your other professional advisors, i.e. accountant and lawyer, to ensure the proper management of your complete financial affairs.
Client Service Associate
Client Service Associate
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Client Service Associate
Client Service Associate
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
