About

Over the past three decades, I've honed my expertise in the financial services industry, working as a wholesaler for various money management firms. This role allowed me to gain a deep understanding of portfolio design, marketing, financial planning, and the intricacies of running a successful business. Today, I apply this knowledge to help clients create comprehensive financial strategies tailored to their unique needs and aspirations.

I believe that a well-rounded life is essential for both personal and professional success. By combining my financial expertise with a passion for adventure and exploration, I strive to help clients achieve their financial goals while living life to the fullest.

Certifications:

CFP, Certified Financial Planner, CIMA, Certified Investment Management Analyst