I have over 25 years experience in Financial Services and have worked for small, boutique practices as well as larger, national firms. I have recently joined Harwin at Quantum Wealth Management.
I take care of Harwin’s day-to-day administration and help prepare for client meetings. Alongside Caroline, I am also able to help you with anything administrative you may require from us. I am a people person and I enjoy helping others, being part of Quantum Wealth Management allows me to focus on this, supporting a team of people dedicated and passionate about helping people achieve their goals.