We Help You Thrive Financially
I am a Certified Financial Planner, CFP, Licensed Level 2 Life Underwriter, Registered Holistic Nutritionist and Plant Based Nutrition Consultant With over 30 years of experience in the financial services industry. Her background evolved through roles in executive banking, stock broker, licensed Life Insurance Agent, and then earning her Certified Financial Planner (C.F.P.) designation."I enjoy helping my clients see the big picture by drawing on my experience in the banking, securities and insurance sectors." Wanting to help my non-insurable clients, I completed the T Colin Campbell Center for Nutrition Studies Plant Based Nutrition program in 2017. Applying these scientific principles has been instrumental in improving the health and insurability of my clients. That evolved into a consulting business which supports my compassion towards animals and the preservation of our environment. This is truly a win-win situation for everyone.
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