Before joining Bienvenue Wealth, I had a background in individual and small business taxes. I currently enjoy helping clients with tax planning and cash flow analysis. I am excited to be working at Bienvenue Wealth helping families live their lives purposefully. I have seen first hand how having a trusted advisor can make a big difference and it is gratifying assisting clients on their journey. Our comprehensive approach to creating, building, and maintaining wealth is a proven process. We work with your family to simplify your financial life.
My fiance, Trevor, and I don’t miss the snow back home at all and we embrace life in the big easy.
Connect with me on LinkedIn.