I have been intricately involved in the financial planning process for many executives and entrepreneurs since 2008. Through my experiences with privately held companies, business owners and family groups, I have learned that every client situation is unique. For me, the most challenging aspects of the high net worth planning space, are also the most rewarding.

I enjoy getting to know clients both financially and personally, in order to better understand their specific goals and aspirations. The relationships I build with clients while continuing to earn their trust helps to bring clarity to their financial situations. I strive to achieve this by working alongside the entire Family Wealth team to develop comprehensive plans tailored to each clients’ specific needs.