Product Description

Personal Bio

I am the Director of Planning at Bay Street Capital, a black-owned Registered Investment Advisor. Part of my mission is to make planning more widely available and accessible. I guide my customers in crafting and achieving their financial goals. My two guiding principles, along with being a fiduciary, are transparency and active communication.

Qualifications: CERTIFIED FINANCIAL PLANNER™

Accredited Asset Management Specialist™

+5 Years of experience