Financial planning, for me, is about more than numbers - it’s about helping clients achieve the life they want. I take a holistic approach, considering not just wealth growth and protection, but also retirement planning, tax efficiency, and long-term goals. My background in business and data gives me an analytical lens to create clear, tailored strategies.
Outside of work, I enjoy travel, long bike rides, hikes, and exploring food and wine. My passion for wine led me to complete WSET Level 2, and I hope to continue developing this interest. Curiosity, discovery, and lifelong learning are values I carry both personally and professionally, and I bring them to every client interaction.