As a Chief Operating Officer for Vivian Investment Partners, I help develop custom financial independence strategies so our clients can achieve a “work-optional” lifestyle—and the freedom to pursue their own passions and adventures.
I am also a full member of the Chartered Institute for Securities & Investment, a qualified Project Manager, and a Certified Nutritional Therapist.
BACKGROUND
My parents ran a successful insurance brokerage business from their home in the quaint Isle of Man, and I remember traveling with my father to the homes of families that he worked with. I think those early memories motivated me to pursue a career in accounting and finance. I earned a bachelor’s degree in Financial Services & Business Studies from the University of Gloucestershire.
Sadly, tragedy struck my family when my younger brother died in a motorbike accident. Although his loss was devastating, he did have a financial plan in place and thus was able to leave a legacy for his surviving sons. That experience made me even more committed to helping people build and protect their wealth—for the unexpected as well as expected life events. It is an opportunity that I treasure immensely.
I have extensive experience setting up and running businesses and dealing with complex domestic and international business strategies, having served in roles ranging from Finance Director for an international steel industry startup to Senior VP for Credit Suisse in London managing operational activities for Europe, the Middle East and Africa. I also ran a successful nutritional health business helping others improve their health through balanced nutrition. I love exploring the connection between and finding our balance of Health, Wealth and Time.
MORE ABOUT ME
I have been involved with various charitable endeavors over the years including being a founding board member for our local rotary club. Recently we decided to move our home and main office to sunny Palm Springs and absolutely love the weather, nature and sense of community we are experiencing here in the Coachella Valley. I was appointed as the HOA board treasurer in our new community. I love spending time with Mark, our family and friends, and our shaggy dog Snoopy. I also enjoy playing badminton, walking, and running—and have completed several half marathons. I have been fortunate to travel extensively over the years for both work and pleasure, most memorably to Russia, China, the Amazon River, and India.
I look forward to meeting with you and discussing how VIP can help you achieve financial independence.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.
