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