I was privileged to join my family business at a young age. That's where I personally experienced the issues that businesses face, such as cash-flow shortfalls, wealth preservation, cross-border trade and residency. I now draw on those lessons to help you identify business opportunities in challenges.

I thrive on building client relationships, and providing you with exceptional customer service by being accessible and reliable regardless of the complexity of your challenges. I identify the challenges and opportunities of your situation during our discovery meeting. I then leverage the best in-house experts and thought leaders to create a plan that is best suited to achieving your financial goals and preserving your wealth.

My goal is to be your family office, addressing all of your needs from cash flow management, investment, retirement and estate planning. I'll work to eliminate the stress from your life, allowing you to be the best at what you do.

Outside of the office, I enjoy spending time with my two gifted daughters. My husband and I supplement our kids' school learning with the best homeschooling curriculum.

• Master of Business Administration (MBA)
• Personal Financial Planner (PFP^®)
• Certified Financial Planner (CFP^®)