As a Wealth Director, I work closely with some of our region's most successful founders, entrepreneurs, business owners, executives and multigenerational families.
I manage complex wealth and family situations with care and expertise. For clients with intricate assets and family needs, I ensure a coordinated effort with all key advisors to develop personalized strategies that align their financial goals with their life plans, keeping everything clear and well-organized as their circumstances evolve.
My Experience
I have been leading teams of specialists throughout my entire career—first as an officer and aviator in the United States Navy, and later serving families, individuals, and not-for-profit organizations. Currently, I assemble teams of experienced professionals for each client relationship, providing holistic advice for their entire balance sheet and ensuring peace of mind.
Education
- United States Naval Academy, B.S.
- Hough Graduate School of Business at the University of Florida, M.B.A.
Let's talk
Upcoming Events
12
Jan
The 60th Annual Heckerling Institute on Estate Planning
Please visit us at Booth #323.
We look forward to connecting with you in Orlando!