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Growing up, I was taught the value of hard work and the success that comes from it. I also learned that careful planning is essential to successful wealth management. I realize that generational wealth can be lost through inadequate planning and emotional decision-making. That's why I firmly believe in sound financial advice.

You and your family are unique, so it's important for me and my team to truly understand what matters to you. Working closely with you and our internal partners, we take a comprehensive approach to helping you achieve your financial goals. Through a discovery meeting, we get to truly know your story and what is important to you. We then create a plan that is best suited to you and ensure that your goals are met now and in the future.

Outside of work, I enjoy travelling with my family and am an avid volunteer within my community.

  • Certified Financial Planner (CFP®)
  • Personal Financial Planner (PFP®)

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