I enjoy helping people with their Financial Wellness. My Team and I enjoy meeting people and learning their stories. Everyone is unique and it is important to design a plan that is as individual as they are.
Unique Selling Proposition
I do not sell, I plan! Working together, WE determine the correct path to build a roadmap to get you where you want to be. I am a Fiduciary, so I have a requirement to do what is in the best interest of the client, which I take very seriously.
About me
I am a Financial Planner with over 25 years of experience. Prior to Skylight, I have been an Independent Agent specializing in Protective and guaranteed solutions, as well as 20 years with Fidelity Investments in multiple roles. I have helped hundreds of families to plan confidently to acheive their goals.