I found my life’s purpose early on. At the early age of 13 I assisted my non-English speaking mother purchase her home. From then on, I found myself eagerly helping people, and focused on education and processes for success.
Having been involved in business and planning for years, a career in financial services was a natural progression for me. In 2013, I began what would be 4 years at Freedom 55 Financial. That experience allowed me to shape a vision for my practice and enabled great opportunities to service my clients. I believe in continuous growth and betterment, and thus have commenced my studies to become Certified Financial Planner. I also look forward to becoming a Certified Executor Advisor.
My goal is to help you achieve your life goals through sound financial planning, transparent processes, and creative strategies. Through strong client relationships I endeavor to not only build wealth, but also to protect your family, business, and estate. I am fluent in 5 languages, and I can share and relate many stories of struggle, perseverance, and success. Together, we can shape a better outlook for your financial future.
It warms my heart immensely and provides me with enormous satisfaction to know and to see individuals achieving their life’s goals; and it provides me with tremendous gratitude to be able to service my clients and be a part of their journey of life.