I am a Chartered Financial Planner with 10 years’ experience in the profession. I like to work with clients over the long term to give them peace of mind that they have in place a financial plan that is working towards meeting their lifestyle goals, financial priorities and objectives. BRI Wealth Management is an independently owned business established for over 55 years. Our aim is to build trusted relationships with our clients so that we fully understand their needs.
I work with individuals and business owners and can help them navigate their financial planning at all life stages. I also work with clients going through a divorce. I can look at scenarios for you that provide a holistic approach to planning that considers the full picture of your family’s circumstances and your short and long term needs.
Put simply, we are a team of dedicated business networkers. We know how effective business networking can be to any business, and our role is to give you the platform to succeed.
If we’re going to help businesses succeed then we need a solid foundation to build upon. Our systems are the core of not only our business, but our members businesses.
All journeys should start with a destination, a “why” we’re doing this. Our north star is to achieve success for our members, our community and make a difference.
