I grew up in a hardworking entrepreneurial family, and learned the importance early on of working hard, and setting financial goals. I was always the person who wanted to help, take care of others, and loved to talk and learn about others.

Becoming a financial advisor, was a very natural progression for me, I had always loved investing and started to purchase my own investments when I got my first job at 13 years old. I truly believe that everyone deserves good financial advice no matter where they are in their financial path and it is my privilege and honour to use my skills to help others create a plan for their future and to help them to secure their families or businesses futures.

I work best in partnership with clients and businesses who are looking to partner with me for the long term, are looking to make a plan, take advice, act on the advice and see the value of a plan. I take the time to understand what is important to my clients and their plans for their future, so we can plan the best solutions to meet their goals.

I grew up in the London area and after a short time away, my husband and I decided to move back to this area to be closer to our loved ones. Together with our children Sam, Gwen and Finn, we love to travel together, hang out around the pool, having movie nights with friends and learning to golf.

I am also very fortunate to have the support of our Branch Office Administrator Andrea Williams. Andrea joined our branch team in 2019 and has been a very welcomed addition to our branch. Andrea works closely with our clients to provide the exceptional client service our clients have come to expect from our office.

I would invite you to call us if you have been looking for that personalized service but have just not be receiving it. We would love to have a call with you to find out how we can help!

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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