Team profile


Your financial companion at every step

Our mission is to help guide your financial journey, aiming to serve as your steadfast beacon amidst the ever-changing tides of life.

Our personalized strategies and insights are tailored to integrate with your unique lifestyle and values seamlessly.

Areas of focus

  • Intergenerational Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Divorce Financial Planning

Awards & recognition

  • Crestpoint Financial Group, Ameriprise Client Experience Award, 2020