Financial services is a second life passion for me. Before joining this company, I spent 27 years as a senior pediatric occupational therapist, a role that I cherished. My interest in financial services led me to start working here 11 years ago, and I've since grown and developed my skills, continuing to love what I do. I have always been passionate about personal finance and enjoy working with people to help them meet both their financial and non-financial goals.
I believe everyone possesses unique gifts and talents, and often, they're so focused on excelling in their fields that they don't have time to manage their own finances. I want to assist them in this area so they can continue to focus on their contributions to the world. I approach each situation as if it were my own, working diligently to find solutions and present the truth as I would want for myself. Understanding that not everyone shares my interest in finance and investments, I aim to free up their time to pursue what they love, providing them with peace of mind and clarity in their financial journey.