Professional Bio
I am the Director of Wealth Strategy. In this role, I collaborate with clients on customized trust and estate planning techniques and create personalized financial plans to incorporate broad-ranging objectives. As a former corporate attorney, I have additional expertise with the complex needs of entrepreneurial and ultra-high net-worth families. This includes business succession planning, private investment discussions, asset protection, advanced trust structures, and generational legacy planning. I pride myself on collaborating very closely with our client’s full advisory team, which includes legal, accounting, corporate leadership, and family members.
