I am an influential leader and accomplished financial planning professional with a proven history of success in providing financial freedom for businesses and individuals. My wealth of experience across financial/investment advising, portfolio management, and financial coaching has facilitated me with a unique insight, enabling me to identify and deliver revenue, security, and capability growth. I have a powerful ability to help businesses develop and implement sustainable financial roadmaps that reduce costs and drive growth. Having launched and contributed to three start-ups throughout my career, I am also adept in all aspects of business development and marketing. Recognized as a thought leader, I have a proven capacity to engage with audiences, teams, and executives to facilitate informed and empowered decision-making around financial planning and investment. Motivational and consensus-driven, I am an emotionally intelligent leader with a history of building cross-functional, high-performing teams that are aligned to common goals.