So what’s it like to work with me?
My philosophy is based on the idea that performing meaningful work and building genuine relationships is the best way to provide financial guidance to my clients. I don’t believe in making generic recommendations or rushing to provide advice. It takes time and commitment to fully understand each client’s unique goals, values, and financial habits.
I am adamant about adopting technology to enhance the speed, accuracy, and ease of delivering financial advice to my clients. I am able to meet with clients virtually, in-person, or through a combination of the two. That flexibility is key to keeping up with clients in today’s fast-paced lifestyle.