Professional Banker in Virginia
Everyone has priorities that are unique to them and their situations. I am excited to be in a position to help my clients achieve their goals through listening and learning about what is most important. Together I build a road map with my clients focused on specific needs informed by their own values. With 10 years of industry experience in varying roles, I’ve learned the value of having a trusted resource to help make important decisions. Finances affect every corner of our lives and I am honoured to guide my clients through every phase of their financial lives – from first homes to new babies, colleges tuition to retirement planning.
Clients who have a more complex financial picture would benefit the most from the in-depth conversations and planning that I specialize in. I have over 10 years in the Financial Services industry serving affluent clientele, first as a Client Associate in major wire houses and then as a relationship manager for a large bank.
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