In my role as Chief Fiduciary Officer and General Trust Counsel, I provide strategic advice to our trust, estate and planning teams to ensure that we are carrying out our obligations as a fiduciary and helping our clients articulate and achieve their wealth planning goals.
My experience
I have more than three decades of experience serving high-net-worth individuals and families. Prior to joining Fiduciary Trust International, I served as Director of Legacy Planning at SEI Investments Corporation.
I began my career at the law firm of Drinker Biddle and Reath, LLP where my practice encompassed estate and gift planning, litigation of estate and trust-related disputes and counseling of fiduciaries in the areas of trust and estate administration.
Education
- Villanova University Charles Widger School of Law, J.D., summa cum laude, Certificate in Estate Planning and LLM (Taxation)
- University of Virginia, B.A. in English
Legal credentials
- Admitted to practice law in Pennsylvania and is a member of the Probate and Trust Law Section of the Philadelphia Bar Association
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!