As a proven self-starter, I bring passion and simplicity to my client's financial goals. With over 20 years of business experience in sales and advisory roles, leadership and training, I know how to translate complex topics into learnable pieces, leaving clients feeling empowered, protected, and looking forward to their futures.
With a varied professional background, I have enjoyed Corporate positions within the Financial Services Industry as a Personal Banker, Manager of Client Service, and a Sales Consultant with private firms in the Employee Benefits and Wellness field. I also ran my own small business for 8 years and understand the highs and lows of entrepreneurship. By helping you to balance the financial commitments of family, work or business, I can help you to harmonize your financial world to bring you closer to your goals, while enjoying the lifestyle you love.