With over 25 years of experience at the intersection of law, wealth and innovation, I currently serve as a Wealth Director at Fiduciary Trust International. I have the pleasure of advising ultra-high-net-worth individuals, multi-generational families, family offices and institutions on complex financial, estate and succession planning issues.
My background as an attorney, entrepreneur and holistic wealth advisor enables me to bring a uniquely multidisciplinary perspective to client relationships. Having co-founded two technology start-ups, I understand the nuanced challenges business owners and entrepreneurs face in building and preserving financial legacies. I leverage this experience to develop tailored, high-impact strategies that support each client’s goals and values.
I’m deeply committed to assembling curated teams and resources to help clients secure their legacies and achieve their most meaningful objectives across generations.
My Experience
I have enjoyed a career that began in a multi-generational family office as corporate counsel and I have further leveraged that experience in a traditional law firm setting as well as co-founding two tech start-ups and working with clients in leadership roles at Northern Trust and Bank of America.
Education
- University of North Alabama, BS in Finance & Accounting
- University of Alabama School of Law, Juris Doctorate
Professional Affiliations
- Atlanta Estate Planning Council, Member
- Alabama State Bar, Member
- The Eisenhower Foundation & Presidential Library, Board Member
- Veterans Community Project, Founding Board Member
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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!