As a junior advisor at 1 North Wealth, I help individuals and families achieve financial clarity and reach their long-term goals. With a strong foundation in economics and finance, our goal is to combine these skills with empathy to create solutions that align with our clients’ values.

Currently, I am working toward my CFP certification and am committed to continual professional and personal growth to better serve my clients. My responsibilities include retirement planning, tax and insurance optimization, investment analysis, and ensuring that every financial decision is informed by our client’s timeline and personal goals.

Outside of work, I am actively expanding my professional network by engaging with local nonprofits and community organizations. I am particularly interested in initiatives that provide tangible, positive impacts on our community.