As a retirement planning professional and a dedicated member of SOFA, I am committed to enhancing financial literacy in our community. My decision to join SOFA was driven by a shared belief: that everyone deserves access to clear, objective financial education to secure their future without the need to hear a sales pitch or purchase a product.

In my private practice, I guide clients through complex financial decisions. As an educator for this foundation, I bring that real-world experience into the classroom, offering complimentary seminars to employers, unions, HR professionals, community groups, and individuals.

My approach is to be educational and helpful. I am here to make financial topics easily accessible, understandable, and empower you with the knowledge needed to plan effectively. I am passionate about leveraging my expertise to serve the community and fulfill the vital mission of providing financial education.