Who I work with

I serve a range of clients, including global families with complex, cross-border financial needs. They are typically entrepreneurs, business owners and corporate executives who require thoughtful planning that goes beyond purely financial needs to encompass their personal interests and causes.

The importance of financial education

Education is at the forefront of everything I do. I want my clients to feel good about the choices we make together. I help to empower them by providing tools to think critically about their wealth and understand how their wealth plan fits their long-term goals. And that is very gratifying to me.

My earliest lesson in money management

When I was eight years old, my parents started giving me a weekly allowance for school lunch. I remember trying to find ways to maximize each peso, since buying lunch was not my only objective. I had many things I wanted to buy! So I had to devise different strategies to make my allowance go further.