As an Accountant, Registered Retirement Consultant and Certified Financial Planner, I have been serving individuals, families and entrepreneurs for 20+ years by helping them manage their accounting, tax, financial and estate planning needs. As an Elder Planning Counselor, I also help clients manage transitions with an integrated blueprint that covers Lifestyle/Health and Wealth.
I work independently as a Certified Financial Planner/Advisor and am dual licensed, with a life license for insurance and a mutual fund license for managing wealth. Working independently means that I can work in the best interest of clients and not a large financial institution.
I am passionate about building long term relationships with clients; helping them to develop a personal financial plan to improve their financial wellbeing and to help clients become more informed, empowered and proactive about their financial and estate planning.
I am really excited by the growing passion clients are showing for responsible or sustainable investing. There is no question, that the obligation to build a more sustainable world has been highlighted during the pandemic. Climate change, diversity and other ESG issues are top of mind for many of us these days who see “doing good” and sustainability as a path to building a better future for all that will bring exciting investment opportunities and a way to reduce investment risk overall.
Please feel free to reach out and connect to determine if I can be of service
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning