Financial Advisor

I am a financial advisor with more than 20 years of experience in both Personal and Business long term insurance. My speciality is in Investment and Retirement planning which includes Risk protection.

I am passionate about wealth creation and Retirement planning. I enjoy working at CFBS. There is an abundance of knowledge within the team. We have also aligned ourselves with outside companies in order to provide additional financial services to our clients.

Helping enrich and monitor my clients’ portfolios is of paramount importance to ensure that my clients achieve their financial goals. I am always committed to going the extra mile for my clients in order to build lasting relationships.

Business Continuity | Estate Planning | Investments | Retirement Planning | Wills