As a Senior Wealth Planner, I bring over 15 years of industry experience to my role, specializing in advanced wealth planning for high-net-worth and ultra-high-net-worth clients. I collaborate closely with relationship management teams to craft and implement strategic financial plans tailored to each client's unique needs. My focus areas include retirement and cash-flow planning, estate and trust planning, philanthropy, risk and insurance planning, liquidity event planning, family governance and tax planning strategies. Clients value my personalized approach and commitment to guiding them through the complexities of managing wealth.
My Experience
Prior to joining Fiduciary Trust International, I served as Vice President and Wealth Management Advisor at LEXCO Wealth Management, where I was a financial planning subject matter expert for advisory teams and led relationship management for my financial planning practice. My career also includes positions at TIAA, Voya Financial, and ING Financial Advisors.
Education
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Bachelor of Science in Business Administration, University of Missouri-Columbia, Trulaske College of Business
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Certificate in Financial Planning, DePaul University
Financial Credentials
- Certified Financial Planner™ (CFP®)
- Member, Financial Planning Association (FPA)
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!