Sixteen years in the financial industry has allowed me to develop a caring and analytical approach with a commitment to delivering exceptional service to my clients. Having cross border/international experience and being fluent in English and French allows me to communicate with many prospective clients and bring them a global point of view of their financial situation. I have passed my Series 7 and 66 securities exams. I earned the Certified Financial Planner™certification, the Chartered Retirement Planning Counselor℠ designation, the Accredited Wealth Management Advisor℠ designation and the Master Planner Advanced Studies℠ designation from the College of Financial Planning and am insurance licensed.
Having the esteemed Master of Science degree in personal financial planning and my Bachelor of Science degree in international business management enabled me to specialize in working with high-net-worth individuals/families, sports and entertainment professionals and cross-border/expatriate clients.
I am a member of the Arizona Canada Business Council, a board member for the Arizona Coyotes Foundation and am a volunteer at the Naples Children & Education Foundation and the Naples Winter Wine Festival.