As a Senior Private Banking Advisor, I believe that a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer.

My Associate and I will manage our clients’ day-to-day banking, cash and credit management as well as investing needs, while working closely with their other advisors.

My Associate and I offer highly personalized and proactive attention, along with timely, professional and reactive services.

• In the financial service industry since 1990
• Certified Financial Planner (CFP)