Background and Experience
I was primed for a career in coaching or advising early on – I’ve always wanted to help people. As a Financial Advisor, I want to not only provide people with advice on their investment and insurance needs but also on all aspects of their financial life. After some experience working at a big bank, I’m now at Westoba where the team and I focus more on delivering client-focused advice and less on selling products and services. Certified to sell mutual funds, I’m currently working towards my Professional Financial Planner (PFP) certification and my insurance license.
How can I help you?
Do you have investments, but lack long-term plans? As a Financial Advisor at Westoba, I can help you define your financial objectives and develop a personalized strategy to meet your goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like me. Together we will focus on meeting your needs and priorities through effective financial planning strategies.