Growing up in Guyana, life moved to the rhythm of the land. An agricultural economy teaches you things that no classroom can fully replicate: that what you plant today determines what you harvest tomorrow, that patience is not passive, and that the reward belongs to those who tend carefully and wait. Those lessons have remained with me through more than 30 years in this profession, and they shape the way I work with clients.
My career began in economics and accounting, and took me through institutions including Merrill Lynch, Bankers Trust, and Equitable, where I built a foundation for financial planning and wealth management that spans multiple market conditions. But what keeps me here, and what has kept me here all along, is the moment when a client sits down with a completed financial plan and visibly relaxes. When the weight of uncertainty lifts. When the path ahead is clear enough that they can get back to doing the work they love and living the life they've wanted.
Prism was founded in 1999 based on a particular belief: that financial security is not a luxury. When people are uncertain about their financial well-being, it quietly undermines everything else. Their best work, their best decisions, their best version of themselves. My focus is on helping clients create, grow, and manage their wealth in a way that supports the work and life that matter most to them.
Retirement planning and income distribution are of great significance to me: there is nothing quite like helping someone get to "play for pay." The point where work becomes a choice, not a necessity. Where they show up because they want to, not because they have to. Getting a client to that place is, for me, one of the most satisfying aspects of my work.
When sitting with a client for the first time, my favorite thing is simply to listen. Everyone has an origin story, a journey to where they are now, and a picture of where they want to go. No two are the same, and I never treat them as if they are.
Outside the office, you will most likely find me on a trail, somewhere in the Florida outdoors, or traveling somewhere new. As a member of the National Speakers Association, I stay connected to a community of professionals committed to helping others improve their lives. And at the center of everything is my family, who have been both my foundation and my reason to do meaningful work.