Coming from Brazil and with a significant background in Customer Management, Jade possesses extensive experience in serving individuals from diverse backgrounds with varying needs. Her combination of analytical thinking and compassionate service equips her to assist our clients in achieving their financial objectives while considering their long-term goals.

Jade graduated in Marketing in 2020 and has been immersed in Digital Marketing since 2018. Her involvement in projects with various businesses has also provided her with insights into financial management for businesses. Currently, she is furthering her career by pursuing The Complete Project Manager with CAPM and PMP Prep, alongside completing a degree in Marketing.

Jade strongly believes that having a healthy financial life opens the doors for new opportunities to grow, achieve our goals, serve others, and enjoy life more completely.

Outside of work, Jade enjoys going to the gym, reading books, watching movies, traveling with her husband, and cherishing moments with her family and friends.