Qualifications – B.Bus.Sci (UCT), CIPM®(CFA Institute), CFP® (UFS).

I began my career in the Financial Services industry in 2007, at Cidel Financial Group, a Canadian-based asset management firm dealing with high-net-worth private clients. I then went to Nedgroup Investments where I excelled as an investment consultant on the management team.

My passion for investments led me to PortfolioMetrix, a global investment manager, where I was responsible for business development within South Africa, enhancing top-end financial advisory practices in delivering a sophisticated, robust, high-integrity, holistic solution to their clients.

Naturally, in time, I made the career change to wealth management, indulging my passion for making a meaningful impact in clients’ lives. I joined this business in 2019 as a private wealth manager, where I get enormous satisfaction through enabling clients to enjoy a fulfilling, purposeful life.

I also sit on the investment committee, contributing to the integrity and robustness of our clients’ portfolios.

Authenticity and integrity are at my core, and I am passionate about all things wild and beautiful. I love the outdoors, experiencing new places and seeing the world through a difference lens. Keeping active is a necessity for me, with running and riding (both road and trail) ruling my heart.

Wildlife, open spaces and the bush hold a sacred place in my world. Reading, specifically autobiographies by individuals I admire, is a pastime that never gets old.