Favourite thing about your role:
I get the most satisfaction from helping people achieve their financial goals and providing guidance on matters such as budgeting, investing, retirement planning, and risk management. Building long-term relationships with clients and witnessing their financial success
What you wish more people knew about finance:
Since beginning my career in 1990, I've learned that initiating financial planning early in life can have a significant impact on long-term financial success. The power of Diversification and compounding means that saving and investing even small amounts early on can lead to substantial wealth over time.
How you spend your time away from work:
Outside of work, I enjoy quality time with my young family and friends, playing golf, cooking up a storm, and making sure to maintain a healthy work, life balance.
Something most people don't know about you:
In 1990, at the age of 22, I started PFG Financial Services in a tiny 3 by 3 office with only a phone and a white pages directory, and no clients initially. With the help of dedicated individuals, we've grown the business into a successful advisory firm, assisting thousands in achieving their financial goals over the years.
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