With over 28 years of experience in the financial services industry, my passion remains centered on building strong, lasting relationships with our clients. I take the time to truly get to know each individual and family we serve, so we can provide personalized support that aligns with their financial goals and life journey.
One of the most rewarding aspects of my role is witnessing our clients’ milestones—from helping parents open college savings accounts, to seeing those same children grow, pursue higher education, launch careers, and eventually start families of their own. It’s a privilege to be part of their financial story and to provide consistent guidance through each stage of life.
Trust and connection are at the heart of what I do, and I’m proud to contribute to the client-first culture at W3.
