ABOUT

I have been in the financial industry for 29 years starting in life insurance as an agent trained in all aspects of insurance products. I then moved on to become a mutual fund investment advisor and associate mortgage broker until transferring to a principal mortgage broker in September 2024.

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During this time my focus was on helping clients navigate their financial challenges and helping them understand how to plan for any situation they may encounter with great success. Whether saving for a home, planning for life changes or taking vacations without having to change their present living lifestyle. I thrive on educating clients on how financial products work, simplifying the process and explaining it to them in simple terms they can easily understand.