Insurance & Financial Advisor
Your Financial Future,Personally Guided.
Protect what you've built. Prepare for what matters. Build with confidence. I work with families, business owners, and retirees across Jamaica to create financial plans that are personal, complete, and built to last.
13+
Years of Experience
500+
Families Protected
98%
Client Satisfaction
$500M+
Assets Under Guidance
How I help
Every Service Starts With Your Full Picture
I don't lead with products. I lead with questions — about where you are, where you're exposed, and where you want to go. The right solutions follow from that.
Life Insurance
Protect the people you love most. I help you find the right coverage — term, whole, or universal — that fits your life and your budget.
Wealth Protection
Safeguard the assets you've worked hard to build with strategies designed to shield your wealth from unexpected events.
Retirement Planning
Your retirement should be everything you've imagined. Together, we'll build a plan that gives you the freedom to enjoy it fully.
Investment Planning
Grow your wealth with purpose. I create personalized investment strategies aligned with your goals, timeline, and risk tolerance.
Business Insurance
Your business is your livelihood. Comprehensive coverage solutions to protect your company, your employees, and your future.
Employee Benefits
Attract and retain top talent with competitive benefits packages that show your team you're invested in their wellbeing.
My approach
I Ask the Questions Most Advisors Skip
Anyone can sell you a policy. What I do is different. I sit down with you, map out your entire financial situation, and find the gaps — the places where one unexpected event could unravel everything you've built.
Then we build a strategy around that. Not a product recommendation. A real plan — one that accounts for your life, your goals, and what you're actually trying to protect.
Client stories
What Changes When Someone Sees the Whole Picture
I came to Juli-Ann thinking I just needed a life insurance policy. During the review, she showed me I had a significant gap in income protection that my existing coverage completely missed. We restructured everything, and for the first time I feel like my family is actually covered — not just technically insured.
Sarah & Michael T.
Family clients
I came to Juli-Ann because my business partner suggested we look at key person insurance. She walked us through the whole picture and we realised our buy-sell agreement was completely unfunded — if either of us had died, the other would have had no way to buy out the family. We fixed it. I hadn't even known that risk existed.
David R.
Business owner
I came to Juli-Ann five years before retirement thinking I was on track. The review showed I was going to run short by year eleven. That was hard to hear — but it gave us time to fix it. I retired on schedule, and I'm not watching every dollar wondering when it runs out.
Patricia M.
Pre-retiree
Ready to See Your Whole Financial Picture?
Every great financial plan starts with a conversation. Book your complimentary financial review and let's look at where you stand, where you're exposed, and what a strategy built around your life could look like.
