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Experience

High-net-worth individuals and families turn to my advice and customized, comprehensive wealth planning strategies. My nearly 10 years of experience includes investment consulting, personal financial planning, and estate and income tax planning.

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Specializes In

I love to travel, especially if I can explore unfamiliar places while having the opportunity to use my Spanish-speaking skills.

Additional Thoughts

Three practical ways to pass down your legacy of philanthropy
Dawn Jinsky Wealth Management
Article April 24, 2019 3 min read
Planning for your older self
Scott Carano Wealth Management
Article April 22, 2019 4 min read
Estate planning: What your family needs to know when you’re gone
Cheri Stein Wealth Management
Article April 22, 2019 2 min read
Defusing the tax time bomb for MLP investors
Brian Schultz
Article March 20, 2019 2 min read