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With over 15 years of experience in Enterprise Solutions and many years of experience in the Financial Services
industry, my primary objective is to deliver value to my clients, and guarantee they receive the best service. With a
background in Computer Programming and Accounting I enjoy utilizing my acquired skills to manage everyday expenses and
strategize financial investments plans - efficiently and effectively. I am a firm believer that financial advice and
services is not just about having ‘a plan’, rather it is about having ‘the Right plan’ tailored for my clients.
I enjoy spending time getting to know my clients, beyond just their finances and immediate investment plans, so I can be
of service to them in the long term.
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