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About me

I started in the financial services industry during a time that was both challenging and always changing, and that has shaped my approach to helping clients navigate the ups and downs in their own financial lives. The experience of being part of the operations and client service team at the beginning of my career has given me the insight to expertly address client needs and concerns on a personal level. I’m passionate about helping my clients achieve their financial goals, delivering personalized advice in the areas of investments, retirement planning and estate planning.