I’m excited to share a deeper look into my professional journey and the experiences that have shaped my approach to financial strategy, leadership, and long-term value creation. Over the past 15+ years, I’ve had the opportunity to work with incredible clients and teams while continuing to grow as a leader in wealth management and investment advisory. Here is my biography.

I am excited to share my professional biography, reflecting on my nearly four decades of experience in the financial services industry. Throughout my career, I have been privileged to lead growth initiatives, mentor advisors, and contribute to the success of nationally recognized organizations. My passion for empowering professionals and building strong organizations continues to inspire me as I look toward new opportunities, including board service.