With over a decade of experience in wealth management and estate planning, I work closely with high net worth individuals, professionals such as pilots, accountants, and senior educators, as well as pre-retirees, retirees, and families with special needs children. My mission is to help clients make confident, informed decisions that lead to financial clarity and a secure legacy.

As a qualified Estate & Succession Practitioner, I adopt a holistic and integrated approach to planning. I believe that every session of financial planning is interlinked — a poorly made financial decision will eventually impact the effectiveness of an estate plan, and vice versa. That’s why I guide my clients to approach planning not only from their own perspective, but from the viewpoint of their beneficiaries — to ensure harmony, understanding, and lasting impact.

My focus goes beyond just growing wealth. I help clients manage their risks wisely, craft resilient retirement strategies, and ultimately build an estate plan that reflects both their values and vision. At the heart of my work lies the belief that clarity is key. Whether it’s clarity in retirement income and expenses, clarity in structuring an estate to avoid family disputes, or clarity in defining the lifestyle they hope to enjoy — I help my clients gain a full understanding of where they are and where they’re going.

Over the years, I have had the privilege of guiding over 2,000 families toward financial peace of mind. What truly sets my practice apart is a deep commitment to ethical conduct, transparency, and empowering clients through education.

If you’re ready to align your wealth with purpose and create a legacy built on clarity and care, I’m here to be your partner in every step of the journey.