As the daughter of immigrants, I grew up with the belief that you can accomplish anything with hard work and a vision. I spent summers working alongside my grandparents in the fields harvesting grapes and learned to appreciate the value of a dollar earned. This informed the trajectory of my life and my commitment to helping others achieve their dreams.

I hold the Chartered Retirement Planning Counselor (CRPC®) designation and I am currently in the process of completing extensive coursework towards another professional designation. I am in this business to positively impact people's lives. I focus on having empathy, listening and really understanding what is important to my clients.

I particularly enjoy working with individuals who have been investing throughout their lives and need someone to successfully guide them into and through retirement. I am energized when I'm able to remove financial stress and replace it with peace. I achieve this by partnering with my clients and following an established process to organize, build, protect and transfer their wealth. I love my work and creating close relationships with my clients; I find it extremely fulfilling.

Outside of work, you can find me on an adventure whether it is riding my motorcycle with my wife, kayaking, hiking or traveling the world. I also love spending time and creating memories with my family, friends and two little dogs, Louie and Lola.

Helena Berardi is my fabulous branch office administrator and a very critical part of the team. She brings with her over 35 years of experience in the finance industry in the Central Coast. She is always a ray of sunshine and is committed to providing excellent service to support our clients.

Together, we work closely with your tax or legal professionals to provide an ideal client experience. We would love to have the opportunity to become a part of your integral financial team. We are ready to support you and help you stay on track during all life transitions.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • LGBT Finances

My Personal Interests

  • Traveling
  • Camping
  • Record Collecting
  • Reading
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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