As the Director of Trust Administration, I oversee the administration and delivery of fiduciary advice for the Pennsylvania region. I am responsible for leading the team with oversight in the administration of trusts, investment accounts, and IRAs. I also provide advice to clients in wealth planning, trusts, managing the settlement of estates in the Pennsylvania region, and providing comprehensive wealth management solutions to clients.
My Experience
Previously, I was a Senior Trust Advisor at The Vanguard Group, Inc. where I served a number of large and complex family relationships. I began my career at Wells Fargo Bank, N.A. where I served as a trust officer and relationship manager with a particular focus in estate settlement. I am also a member of the Philadelphia Estate Planning Council.
Education
- University of North Carolina, Chapel Hill, B.A. in Public Policy
- Campbell University, Master of Trust and Wealth Management
Financial Credentials
-
Certified Financial Planner (CFP)
-
Certified Trust and Fiduciary Advisor (CTFA)
-
Philadelphia Estate Planning Council