Senior Private Wealth Advisor

Witnessing the profound impact that inadequate financial planning can have on a family’s well-being is what led me to become a wealth advisor. During the Great Recession, my grandparents experienced significant financial hardship due to a lack of diversification in their investments—most of which were heavily concentrated in Wachovia stock. As markets declined, so did much of their financial security. That experience left a lasting impression and sparked a deep commitment to helping others build more resilient financial futures.

Today, that early experience continues to shape the way I approach my work. I’m passionate about designing thoughtful, long-term financial plans that not only align with each client’s goals and values, but also help protect and grow wealth across a variety of market conditions.