Claude

Claude is a skilled Paraplanner who brings a calm, considered approach to financial strategy and advice preparation. With a strong technical background and a sharp eye for detail, Claude thrives in creating precise, compliant, and tailored advice documents that support both advisers and clients alike.

A forward thinker by nature, Claude enjoys working autonomously and efficiently—often anticipating needs before they arise. Her quiet focus and problem-solving mindset make her an invaluable part of the team, ensuring every piece of advice is accurate, strategic, and aligned with client goals.

Outside of work, Claude enjoys quality time with her young family. She brings the same sense of calm, care, and focus from her professional life into her home life, balancing both with grace and thoughtfulness.