Hello, I'm a Certified Financial Planner with 25 years of rewarding experience helping clients achieve their financial goals.

My approach is guided by my core values that reflect who I am and how I work:

Honesty - I’ll always give you the straight facts, even when it’s tough.

Integrity - Doing what’s right matters most, even if it’s the harder path.

Care - I’m empathetic and genuinely care about my clients' well-being.

Curiosity - I will take the time to truly understand you and what drives your decision making.

Over the course of my career, I’ve seen a great number of unique, often challenging situations.

I’m here to help you. Whatever your financial situation, let’s chat.

I’m confident I can help guide you toward a brighter financial future.

Welcome to SG Wealth.

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