I’ve been a leader and innovator of the financial services industry for almost 2 decades, as a stockbroker from 1997–2007 and as a financial adviser from 2008.
I’m passionate about business, travel and life, but most of all, I love helping people make smart choices with their life and finances.
Challenging myself, building long-lasting relationships, and seeing my successes mirrored in my clients reinforces why I do what I do.
Managing money comes down to basic psychology-understand how it works, know what you want it for and consistently apply the key principles to get the most out of it