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Learn more about my approach and relationship style with clients
I work closely with our members to reach their unique financial goals and plan for the future while covering topics that include:
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
I have more than 12 years of experience in wealth planning and financial services. I am committed to ongoing learning and stay current with investment and financial knowledge. After listening to the needs and goals of members, I provide tailored recommendations. I care deeply about members and have a strong desire to ensure they are educated on their financial situation, understand their options and make the best decisions for their personal goals and needs.