With my background as a Certified Fund Specialist (CFS) and years of experience in wealth management, I combine institutional discipline with forward-thinking solutions. I take the time to understand each client’s unique goals—and help them navigate both familiar and emerging opportunities with ...more

With my background as a Certified Fund Specialist (CFS) and years of experience in wealth management, I combine institutional discipline with forward-thinking solutions. I take the time to understand each client’s unique goals—and help them navigate both familiar and emerging opportunities with confidence.less