Welcome to my website!
Originally from Jamaica, I was raised by a mother who instilled in us the core values of hard work, integrity, and looking out for the best interests of those around us. As a wealth advisor, I am humbled by the unique opportunity to serve my clients with these values and getting to know them beyond their finances.
My business philosophy is to enhance the client experience by ensuring they feel understood, cared for, and supported by a wealth planning team dedicated to their best interests, helping them lead meaningful lives.
With over a decade of experience working with business owners, executives, and charities, I am passionate about building long-lasting relationships with my clients.
I believe in the power of continuing education to better serve my clients, and with a background in accounting, I have pursued further certifications in financial planning and investment management.
My passion for service extends to my larger community through women and youth development initiatives with local charities and faith-based programs as a financial literacy advocate.
I look forward to an opportunity to connect with you and deliver a high-value client experience.
