Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Interests

Family is extremely important to me. My husband and I do not have children, however, my three sisters have gifted me four nieces and 2 nephews that I adore and look forward to spending as much time with them as possible.

I have two rescue dogs - Rufus (10 yrs old) and Linus (5 yrs old) that run the house. They have definitely forgotten that they were not born into this leisurely life - =).

During covid, I discovered my love for gardening and since then have transformed my front lawn into a food forest and find so much joy in growing my own food and sharing the bounties.