Irene is a Financial Advisor with over 10 years’ experience in the financial services industry. She has completed various financial planning courses and holds her Certified Financial Planner (CFP) designation. This education and experience make Irene an ideal partner with clients to develop and support their financial plan.

She is a “hands-on” advisor ensuring that her clients are covered from every financial angle and have a roadmap for the future. This is not a one-time event, however; Irene continues to work with clients to ensure their plan is meeting their needs throughout all their life stages.

Irene will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.