Partner, Chief Operating Officer

From an early age, I've enjoyed solving complex problems with practical solutions. This passion led to a rewarding career in public accounting, where I spent over a decade helping families and businesses navigate intricate tax challenges. During this time, I discovered that true financial success transcends tax minimization and compliance—it's about aligning decisions with a family's deepest values and goals.

That revelation sparked my transition to wealth management, where I take a comprehensive approach to helping families navigate financial journeys. This vision led me to co-found Telos, where I blend tax expertise with a deep understanding of how thoughtful planning optimizes wealth in all forms.

I believe that true wealth extends far beyond financial returns. It's about helping families steward resources wisely, preserve values, and create lasting legacies.