I'm thrilled to be a part of the Adalant team. With a solid background in retail banking, I've learned that one of my passions is helping others become more financially secure. It was very fulfilling for me being a trusted "Banker" for clients, helping them accomplish their financial goals.
As a financial planner I have access to more products and services to help businesses and people increase their financial wellness. Seeing the solutions outside the banking world that are available for individuals and businesses prepare for the future gets me excited to share them with others.
When not working I enjoy time spent with my wonderful family and building additions to the kid's tree house.