Boating, Snowboarding, Car enthusiast
Client-focused financial professional with proven experience in sales strategy, financial planning, and consultative business development. Strong track record of helping clients identify and meet financial goals while growing books of business across diverse sectors. Experienced in developing client pipelines, executing financial solutions, and driving revenue through strategic financial consultation. Returning to the workforce following a planned caregiving career break, with renewed energy and a deep commitment to empowering clients through sound financial guidance.
Boating, Snowboarding, Car enthusiast