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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning

Interests

In my free time, I immerse myself in a variety of activities that bring me joy. Spending quality time with my family is a priority for me to create lasting memories. I have a passion for delicious food and trying new cuisines. I enjoy staying physically active by taking boxing classes, going on hikes, or paddleboarding. I also have a deep love for traveling as it allows me to experience different cultures and diverse people, broadening my perspective of the outside world. Maintaining a balanced life is important to me, where I can work hard while also dedicating time to the people I love and the activities that make me happy.