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I joined the financial services industry as my second career after working in Advertising to make a tangible impact on people's lives through educating, consulting, and providing value as a financial professional. Joining Planning Alliance was the natural choice as I deeply resonated with their philosophy: putting our clients' needs first, with every client being our most important client.
I am passionate about people and strive to do everything in my power to help improve their lives; as such, my practice leverages technology and other firm resources to provide excellent service and consistent outreach, all the while building deep, long-term relationships with my clients and their families. I also regularly collaborate with existing advisor relationships to complement good work already being done, while ensuring that my clients are receiving full spectrum service.
In my off-time, I enjoy playing jazz piano, watching a good film, exercising, and spending time with my family.
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