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I'm Essi, a dedicated Private Client Advisor passionate about helping protect what individuals and families work a lifetime to build: their legacies, lifestyles, and estates. But my real work extends far beyond policies and portfolios. I provide thoughtful, tailored guidance that prioritizes peace of mind.
With experience in personal risk management and the CPRIA designation, I've learned that protecting wealth is about more than numbers — it's about understanding people, anticipating challenges, and creating strategies that work in real life. My approach brings together years of experience serving successful individuals and families with a holistic philosophy that views risk management as protecting not just assets, but people, purpose, and peace of mind.
I value transparency, integrity, and collaboration, and I'm committed to providing clear, actionable advice you can trust. Having transitioned from photography to risk advisory, I bring a unique perspective that appreciates both the tangible and intangible value of what we protect.
Outside of work, I enjoy spending time with family, exploring new recipes, and appreciating the beauty of everyday life.
Let's connect and explore how I can support your financial journey.
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