Associate Partner
My passion lies in serving as your Personal CFO. I’ll navigate the course of your financial life, handling everything from business development and client relationships to crafting personalized investment strategies and managing risk.
My ultimate goal is to help you achieve your individual vision of financial health, guiding you toward success one step at a time.
This isn’t just about numbers for me – it’s about building a foundation of trust and fostering a long-term relationship. Your victories become mine, and I’m ready to celebrate each milestone along the way.
My journey started in customer service, where I developed strong communication and problem-solving abilities. This foundation, coupled with my MBA in Finance, allows me to break down complex financial concepts, creating clear, actionable plans tailored to your understanding.
At BellWether, as an Associate Partner, I am directing my team towards skill strengthening, deeper understanding and constant learning of financial management processes so we can help our clients reach their wealth peaks.
And when I’m not helping clients achieve their financial goals, you can find me indulging in my other passion: staying ahead of my competition in athletics and in tech, too. As an athlete and a curious gadget enthusiast, I believe having an equilibrium in life, be it health, technology or finances – keeps us on our feet all the time!
Ready to take control of your financial future? Let’s connect and explore how I, along with my BellWether team, can become your trusted partner in wealth creation and protection.
