As an Senior Associate, Wealth Advisor, I work closely with a team of Managing Advisors; assisting with project management to provide leverage to their current and prospective client relationships. Clients can expect timely and efficient responses to their requests, open and consistent communication, and a genuine care for unique goals and objectives.

My objective is to provide additional support to the team, allowing our Managing Advisors to focus more keenly on making a sizeable and measurable impact on the lives of their clients. I strive to provide the highest quality of work for our team, equipping them with all the necessary prep and resources needed to ultimately elevate the client experience.