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Experience

As a member of our wealth transfer practice, I’m passionate about stewarding the human and financial capital of the clients and families we serve. I work with our advisors to provide family education and family philanthropy resources, guidance, and expertise. These elements — often overshadowed by tax, investment advice, and estate planning — are critical for sustaining family and business enterprises as well as generational wealth.
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In my free time, I enjoy cooking and entertaining, yoga, and going on walks with my family and our dog, Pollyanna, through our neighborhood.

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