I currently work for Crosstown Civic Credit Union as a Continuous Improvement Specialist. As my role is not in the branch, I assist our employees who meet with our members to discuss estate and POA situations. I'm able to provide information and act as a resource. It is important to our organization to provide support to our members and their executors to allow for a smoother process.
I started in the Finance industry as a Sun Life Financial Advisor just over 3 years ago with the goal of helping you and your family achieve the best life possible. I also understand that my clients live in a time starved environment, and are often overwhelmed by information and most importantly desire excellent service.
Being an CEA is something I take great pride in, helping people through the tough times of settling estates can be emotionally draining and that's where I come in to help guide.
We are private wealth managers assisting successful families to grow, preserve and transition their wealth.