Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • MBA

Education

  • MBA, University of San Francisco, CA
  • BBA, BIS, European University - Antwerp, Belgium

Awards & recognition

  • Ultimate Digital Excellence Award, Year: 2021
  • Ameriprise Client Experience Award, 2021

Community participation

SCV Youth Rugby Team

http://scvyouthrugby.com/

Interests

  • Entertaining my 14-year old son and being his rugby coach
  • Love to travel and explore new places and cultures.
  • Reading, cooking, and photography
  • A variety of sports and outdoor activities
  • Being involved on various school committees