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
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Certified Financial Planner (CFP)
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Certified Trust and Fiduciary Advisor (CTFA)
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Philadelphia Estate Planning Council
Let's talk
Upcoming Events
9
Nov
Tredyffrin Township Libraries
Proud sponsors of the 2nd Annual Charity Miniature Golf Classic
We look forward to seeing you on the green!
14
Nov
The Pennsylvania Bar Institute
Proud sponsors of the 2025 Estate Law Institute
We look forward to connecting with you there!
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!