Operations & Marketing Specialist
I've always be drawn to helping people accomplish more than they ever thought possible. I saw first hand working as a scuba dive instructor in Thailand how challenging it was for some and how simple it came to others. Some needed their hand held the entire time, while others turned into fish after stepping off the boat. What I learned is that everyone requires different levels of assistance, and working with people should be individualized and tailored to their specific needs. And while I've returned and re-entered the world of finance since then, I take this same approach when it comes to assisting our clients.
I want to hear your story. I want to listen to your problems and frustrations. And most importantly, I want to understand who you are as a person. Together, we can navigate the waters of your financial life--facing challenges and exploring opportunities along the way. Please contact me if you'd like to learn more.