Deputy Vice President
“Your goals don’t care how you feel.”
This career represents more than professional success to me—it is about creating impact, building trust, and guiding clients toward lasting financial security. I began in banking during the circuit breaker, and after moving to my current firm, I achieved my first MDRT within six months. Since then, I have sustained this standard with four consecutive MDRTs, qualified twice for the International Sales Conference, and grown into a leadership role, mentoring a team of four wealth managers.
I specialize in capital markets, wealth and asset management, and estate and trust deed planning, with the vision of delivering integrated private wealth strategies that bring clients meaningfully closer to their financial goals. For me, professionalism is not only about expertise, but also about curating strategies with care, foresight, and responsibility.
Outside the profession, I am passionate about motorsport, tennis, pickleball, and whisky and coffee appreciation—pursuits that sharpen my sense of discipline, precision, and continuous growth, values that directly shape how I serve my clients.