Founder, Financial Advisor at
Clearpath Legacy Planning
Years of Experience
14 years
Member Since
2026
I believe you shouldn't have to hunt for your own support team. I act as the central connector between your investments, tax strategy, and estate planning, bringing the right professionals to the table so your entire financial life works in perfect sync.
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Master of Business Administration
Obtained in 2020
Bachelor of Science in Global Supply Chain Operations Management
Obtained in 2011
Bachelor of Arts in Marketing
Obtained in 2011
Principal, Senior Financial Advisor
2024 - 2025
Director of Client Relations
2020 - 2024
Senior Financial Advisor - Team Lead
2014 - 2020
Financial Advisor
2012 - 2014
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