As a Senior Relationship Manager, I work closely with individuals, families and institutions to help reach their personal, professional and financial goals.
Leveraging expertise in estate and wealth planning, comprehensive investment management and sophisticated tax strategies, I am a staunch advocate for my clients and work hard to provide them with the customized services and support that they require.
I believe that long-lasting relationships are built on trust, transparency and authenticity and I strive to embody those important qualities in every interaction.
My Experience
I am responsible for managing client relationships, fostering and enriching the client experience and maintaining relationships with internal and external core business partners.
I previously served as Managing Director at Athena Capital Advisors LLC, which was acquired by Fiduciary Trust International in March 2020, after joining the firm in 2004. I began my career as a Client Service Representative in Legg Mason’s Private Client Group in Washington, D.C in 2002.
Education
- University of Richmond, Bachelor of Science in Business Administration
Financial Credentials
- FINRA Series 65 License
Let's talk
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!