Financial services professional with experience in holistic financial planning, portfolio implementation, consumer and corporate banking, client service, and process improvement. Over the years, I have had the privilege of working with esteemed organizations, honing my expertise in cash flow ...more

Financial services professional with experience in holistic financial planning, portfolio implementation, consumer and corporate banking, client service, and process improvement. Over the years, I have had the privilege of working with esteemed organizations, honing my expertise in cash flow management, retirement planning, estate review, wealth transfer strategies, and charitable planning. My passion lies in creating tailored financial solutions that align with each client's unique goals and aspirations. I firmly believe in building strong, trust-based relationships with clients, ensuring that their financial well-being remains at the forefront of every decision.less