Everyone has dreams and personal goals. Working with clients for over 25 years, and through 7 years of humanitarian work in West Africa, I've learned what it means to pursue what matters to you.

Together with our internal partners, we seek to understand you and your goals. Customizing a comprehensive financial plan, we'll work together to provide solutions for your unique needs. As part of your financial team, I take a collaborative and holistic approach to your wealth management, working with your external advisors to ensure alignment with your wealth plan.

Ensuring that you remain on track to achieve your ambitions, I'm here to help you adapt your plan to any changing circumstances. I always strive for excellence and my clients greatly value this high level of personalized attention and service.

Outside of work, I enjoy using my time and resources to volunteer in my local community and spending time with family and friends.

• Certified Financial Planner (CFP®)