Grow With Me

The comprehensive nature of my approach and my long-term commitment to the industry. I am a Chartered Financial Analyst Level III Candidate which is the top credential globally for investment management so I like to dive deep into investing. However, I also have background and experience in tax and insurance allowing me to talk about the bigger picture. An example is, as high net worth individuals climb the wealth ladder looking at after-tax returns become increasingly important, connecting tax and investment management together.

Making a lasting positive impact on people's financial lives. Money is such an important piece of our lives. Running out of money is one of the top fears people have in retirement. Being able to help guide individuals and families to better financial outcomes is very rewarding.