Financial Planning & Analysis

Developing and implementing comprehensive financial strategies to drive business growth and ensure long-term stability.

Investment Administration

Developing and implementing comprehensive financial strategies to drive business growth and ensure long-term stability.

Staff Management & Development

Developing and implementing comprehensive financial strategies to drive business growth and ensure long-term stability.

Reporting & Analysis

Developing and implementing comprehensive financial strategies to drive business growth and ensure long-term stability.

Risk & Loss Management

Developing and implementing comprehensive financial strategies to drive business growth and ensure long-term stability.

Regulatory Compliance

Developing and implementing comprehensive financial strategies to drive business growth and ensure long-term stability.

Cost & Expense Reduction

Developing and implementing comprehensive financial strategies to drive business growth and ensure long-term stability.

Internal & External Auditing

Developing and implementing comprehensive financial strategies to drive business growth and ensure long-term stability.

Our Approach

leadership philosophy revolves around collaboration

We believe in empowering teams, fostering a culture of accountability, and driving excellence through clear communication and strategic decision-making. By combining financial expertise with business acumen, I deliver solutions that contribute to sustainable growth and success.
Shamrock Advisory

Empowering every individual to achieve financial independence

Our leadership includes internationally certified financial professionals with a deep background in global banking, investment management, auditing, and strategic planning. Our qualifications include:

  • Certified Public Accountants (CPA)

  • Certified Fraud Examiners (CFE)

  • Certified Associate Business Managers (CABM)

  • Doctorates and MBAs in Business Administration and Finance

  • Executive Education from institutions like Columbia University