Education, Certifications, and Accreditations
- B.S. Business Management at Western Governors University
- REGISTERED PARAPLANNERSM designee
- RBC Bank Peak Performer Award 2008
- Five years banking experience with RBC Bank
As Private Banker, I strive to provide a level of personal advice and industry expertise necessary to meet your personal and business financial needs while exceeding your customer service expectations. I take a financial planning approach to helping my affluent and professional clients achieve their financial goals. Seven years in the financial industry has allowed me to develop a caring and analytical approach with a commitment to delivering exceptional service to my clients. I understand how important it is to guide the customer every step of the way. Having cross border (Canada/US) experience and being fluent in English and French allows me to communicate with many prospective clients settling into the Naples market!
I am a member of the ABWA and volunteer for the American Cancer Society of Naples and Children's Hospital.
About RBC Bank Private Banking
When you have more complex banking needs that require personal attention, RBC Bank can help. As a Private Banking client, you'll receive personal attention from a proactive financial advisor dedicated to all of your banking needs. Your financial advisor offers:
- Informed, well-analyzed financial advice
- Attentive and private customer service