I act as my clients' financial advisor, helping them manage their financial portfolios in a holistic manner. Over time, many of my clients have become my friends and I am committed to walking the journey with them.
My certifications include ChFC, DPFP, IBF (level 2), AEPP, AMS. I have been in the Million Dollar Round Table since 2016 and was in the Court of Table in 2021; I am also in the Great Eastern Life Achiever's Club. I have been accorded the International Dragon Award for a few years and the SMA 2020 Silver Award.