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Over the past 10 years in the industry, I've had the opportunity to work closely with high-net worth individuals, business clients and their families. It's truly fulfilling for me to be a part of your financial journey. I'm passionate about building long-lasting relationships by getting to know you and understanding your financial goals and aspirations.

Using a holistic approach, I partner with internal experts to develop a wealth plan for you and your family. This partnership approach ensures everyone is on the same track to achieve your financial vision.

Outside of work, I enjoy yoga and travelling.

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

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