I help high net worth families and professionals simplify their financial lives, reduce taxes, and build lasting wealth with clarity and confidence. As a CFP® and CPA at Munroe Morrow Wealth Management, I focus on creating tax-efficient, purpose-driven financial plans supported by disciplined ...more

I help high net worth families and professionals simplify their financial lives, reduce taxes, and build lasting wealth with clarity and confidence. As a CFP® and CPA at Munroe Morrow Wealth Management, I focus on creating tax-efficient, purpose-driven financial plans supported by disciplined investment management. My goal is to bring structure and simplicity to each client’s financial life—so they can focus on what matters most to them and their families. Before joining Munroe Morrow, I spent nearly three years at Ernst & Young providing audit services for both public and private companies, where I developed a deep understanding of financial statements, business operations, and the importance of strategic planning. Outside of work, I enjoy spending time with my family, traveling, and playing golf and hockey. To learn more about how we help families make confident financial decisions, visit www.mmwealthmanagement.com. --- Securities offered through LPL Financial, Member FINRA and SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Munroe Morrow Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.less