I've witnessed how generational wealth can be lost through uninformed decisions and inadequate planning. This has taught me the value of financial advice and proper planning. Ensuring a positive client experience for you and your loved ones comes first.

My goal is to understand where you are today, and the financial vision you have for yourself and your family. I then work closely with you to provide customized solutions and services to meet your goals every step of the way. Using a holistic approach, I'll collaborate with our internal experts to help develop a comprehensive wealth plan for you and your family. We also engage your external advisors to ensure alignment with your wealth plan.

• Certified Financial Planner (CFP)