With over 17 years of expertise in investment consulting, private wealth management, and executive coaching, I specialize in empowering financial advisors, investment industry professionals, and private wealth teams to achieve strategic, sustainable growth. As a CFA Charterholder and an ICF-certified coach, I uniquely combine practical business insights with transformative mindset strategies.
Clients consistently highlight my ability to deliver actionable solutions tailored to their specific business and career objectives—driving measurable results. My experience includes impactful collaborations with industry-leading institutions, including BMO Private Wealth and the globally recognized Obama Foundation, where my coaching has significantly enhanced team effectiveness, career progression, and organizational performance.
Explore what clients are saying about the impact of our work together here.
If you’re ready to strategically elevate your practice or accelerate your professional growth, let's connect.