I bring over a decade of experience in private banking, financial planning, and venture finance to my role as a Mortgage Agent with Mortgage Scout. As a Certified Financial Planner (CFP®), I’ve spent my career helping families, business owners, and professionals navigate complex financial needs with clarity and confidence. At Mortgage Scout, I focus on supporting and guiding clients through each step of the mortgage process with education and care. I’m passionate about simplifying what can often feel overwhelming, ensuring my clients not only secure the right mortgage solution but also understand how it fits into their long-term financial goals. With my background in wealth management and capital structuring, I’m well-positioned to handle both straightforward and more complex mortgage scenarios. I take pride in delivering exceptional service, collaborating with accountants, lawyers, and realtors, and building lasting relationships based on trust.