Finance professional with four years of experience building and managing relationships with high-net-worth individuals and business owners. Proven ability to originate new client relationships, lead complex financial planning engagements, and coordinate with internal specialists across investment, estate, tax, and philanthropic planning. Skilled in delivering personalized advice to both traditional retirees and private wealth clients through a collaborative, multi-disciplinary approach. Brings a strategic mindset, strong communication skills, and a commitment to high-touch client service.
Client origination and relationship management
Retirement analysis and projections
Tax-efficient distribution planning
Investment strategy
Risk management
Estate and estate tax planning
Charitable giving
Business succession planning
Executive compensation
Team-oriented