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Experience

As my clients’ personal CFO, I help them navigate their customized financial plans to move towards their short-term and long-term financial goals. I work with a dedicated team of advisors who provide holistic, unbiased financial guidance related to investments, retirement, multigenerational estate planning, charitable giving, and personal taxes. High-net-worth individuals and families frequently turn to me for my 10+ years of experience in the wealth management industry.

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As a certified scuba diver, I’ve had the opportunity to dive in many beautiful locations, including sites in the Caribbean Sea, the Gulf of Mexico, and the Atlantic and Pacific Oceans.

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