As a Senior Private Banking Advisor, I strive to create a meaningful connection with you that is grounded in genuine, authentic curiosity. A sincere and transparent relationship nurtures mutual trust so you can confidently rely on me. I foster partnerships that are centered around active listening, appreciation and effective communication. I begin by getting to know you, your family, your life and wealth goals.

Once I understand your personal, family and business financial needs, I’ll customize solutions through an integrated approach that encompasses private banking, wealth planning, investment management, and estate and trust services.

Outside of work, I cherish quality time with my young family and embrace opportunities to volunteer and model positive behavior within my community.