I’ve been working in the financial services industry for over 5 years, focusing on helping entrepreneurs and professionals with wealth building, capital deployment, and strategic planning. With 5+ years of experience in financial advising and fund management, I specialize in investment strategy and client education, supporting clients from individual investors to business owners and institutional partners.

My career spans over a decade in business and leadership, during which I’ve guided individuals and organizations through retirement planning, capital allocation, and tax-efficient strategies.

My approach is centered on education and transparency, helping clients feel empowered and confident in their financial decisions. I believe in building long-term relationships through honest conversations and strategic clarity, not sales tactics. I take a consultative, no-pressure approach, focusing on what truly matters to the client before recommending any financial products or strategies.