I am a dedicated financial advisor with over 12 years of experience in the financial industry, including a significant tenure at HSBC before embracing the path of an independent advisor in 2018. My expertise spans a wide range of services including life insurance, annuities, retirement planning, and alternative investments. Currently, my focus is on expanding the Wealthhouse client base through organizing informative seminars and webinars, as well as hosting client events that foster community and understanding.

At the heart of my philosophy is the belief in putting relationships first. I am committed to deepening relationships with my clients by truly understanding them as individuals. This helps me tailor my recommendations to align with their unique investment objectives, ensuring that the advice I provide is not just suitable, but also personalized to their needs.

I, along with the whole team, place a strong emphasis on education, striving to simplify complex financial topics to make them more understandable and approachable for everyone. I believe that an informed client is an empowered one. To me, the key to a successful advisor-client relationship is partnership. This means maintaining a continued interaction and keeping an open line of communication with my clients, ensuring that we navigate their financial journey together, every step of the way.