Assistant
With over four years of dedicated experience in the financial services sector, I bring a
rigorous, detail-oriented approach to the team at Shamrock Wealth Management. My
professional journey began in bookkeeping and accounting, where I developed a deep
understanding of the 'bottom-up' mechanics of financial health. This technical
foundation will enable me to offer a level of precision and clarity when assisting advisors
with analyzing portfolios and long-term objectives.
I hold a BA in Business Management and Accounting, and a history of customer service
that I believe will be beneficial to all of our clients at Shamrock. I am passionate about
translating my background to help individuals and families achieve their personal
milestones with confidence.
Outside of the office, I am an avid soccer player and a regular at the gym, finding that
the discipline of sport translates directly to my professional focus. I enjoy going to the
movie theatre with my wife and spending time outdoors walking our dog.