With more than 20 years of financial industry experience, I serve as a Wealth Advisor on Credent’s Private Wealth Team, partnering with high-net-worth clients across the country. My team develops tailored strategies that address investment opportunities, tax efficiencies, risk management, legacy ...more

With more than 20 years of financial industry experience, I serve as a Wealth Advisor on Credent’s Private Wealth Team, partnering with high-net-worth clients across the country. My team develops tailored strategies that address investment opportunities, tax efficiencies, risk management, legacy planning, and philanthropic goals. A cornerstone member of a family's multi-disciplinary advisory team, I help them align their wealth with their values and vision.less