About me

My prior experience in managing globally diversified, tax-efficient portfolios helps bring perspective to all I do from financial planning to college savings planning. My goal is to give folks the tools to take control of their finances so that they can retire confidently. I’m passionate about service in both my professional life and my personal life. I’ve been a Junior League member since 2011, and past president of our local Rotary Club, where our motto is "Service Above Self."