ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2013. I help clients succeed by identifying and understanding what they value the most, prioritizing their goals, providing relevant education, and highlighting the resources we have available to help them achieve their goals; current and future.

I live in Vancouver, and serve clients in Portland and Vancouver. I am fluent in Igbo. I enjoy volunteering at various places in Vancouver. I enjoy spending time with my loved ones and exploring different areas of the Pacific Northwest.

My areas of focus: Executives, Next generation, Retirees

Education

  • East Carolina University: Bachelor of Business Administration, finance
  • Purdue University: Master of Science, financial analysis
MY OFFICE

 

1613 Broadway St
Vancouver, WA 98663

advisor address map to1613 Broadway St
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.