I'm a Financial Planner with a passion for shaping financial lives. Over the course of my 15-year career in the financial industry, I've had the privilege of serving clients in both retail banking environments, independent brokerages as well as training and supporting other financial planners, this experience is what led to my passion for advice only financial planning.

I find immense satisfaction in guiding clients through the complexities of financial decisions, offering clarity and foresight to help them achieve their goals and make decisions. Most importantly to me, is being able to offer this advice in a model that aligns with my values by being unbiased and having the full flexibility to guide my clients in the direction that feels right for them without the worry of sales targets that other institutions are well known for.

What truly drives me is the opportunity to build lasting relationships with my clients. I have a unique ability to demystify complex financial strategies that are not only understandable but actionable that leave clients feeling empowered by planning.

I also place significant importance on continuous learning. I am constantly researching new ideas and changes within the financial industry and expanding my knowledge to be able to share it with others.