Member SIPC
In 2015 I joined Edward Jones where my concentration is solely on helping my clients reach their financial goals. We partner together to focus on what is most important to them! Everyone defines financial freedom or success differently. My goal is to help you manage, organize, grow, protect and ultimately spend and transfer your hard-earned wealth in the most tax-efficient way in cons
ultation with your CPA and estate planning attorney. Ideally, we will do this as simply as possible while using the highest quality of solutions. The journey to Edward Jones prepared me for providing the very best of service and advise to my clients. Born and raised in South Africa, I graduated from the University of Cape Town with a Bachelor of Business Science. My education continued with a Postgraduate Diploma in Accounting and qualification as a Chartered Accountant (South Africa). In 1998 after relocating to the great state of Texas (Dallas specifically) and becoming a US citizen, I continued to work in public accounting (audit and consulting). For over 10 years I helped businesses manage, grow and invest their capital by serving as CFO of Dallas based businesses. For me financial freedom means providing a future for my daughters Kristin (14) and Samantha (12), that builds on the incredible foundation and opportunities that my parents afforded me and my sister that they were never in a position to enjoy. Helping others do the same for their families brings me great joy! Areas of Focus: Retirement planning & investment selection; Strategic Asset Allocation; Wealth Protection Strategies; Education Savings; Estate Considerations.
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