As a professional account executive, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.
I chose to go into this profession out of a sincere desire to help individuals who wanted direction on how to secure their financial future and achieve their dreams.
Currently, I am the Account Executive at ACHIEVE Financial and have over 24 years' experience in the financial services industry. I am a qualified life member of the Million Dollar Round Table, which is The Premier Association of Financial Professionals.
For the last 15 years I've been working with OMISTA Credit Union members as their wealth management specialist. At ACHIEVE Financial most of our clients are referred by Omista Credit Union but we also accept new clients from across New Brunswick and Nova Scotia.
My passion is to work closely with individuals applying key principles to all areas of their life: time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.
Curious how I might help you? Contact me today!