After building a strong foundation during my tenure at Morgan Stanley, I transitioned from corporate America to Co-Found Carpion Private Wealth in 2023. At Carpion, I continue to leverage my expertise in wealth management to provide tailored financial planning solutions for high-net-worth families, entrepreneurs, executives, and medical professionals. My focus lies in guiding my clients through pivotal life transitions such as retirement, divorce, business sales, job transition or relocation, and caregiving for loved ones, while ensuring they navigate these changes with confidence and clarity.At Carpion, we uphold a commitment to education and transparency through our white-glove service model, centered around four core competencies:1. Financial Planning: Our cornerstone service that I am personally passionate about creating customized financial planning that helps clients prepare for both the expected and unexpected events that life brings, which is meant to not only set the foundation for where you are today, but where you want to be tomorrow, and how we pave the path to get there together. 2. Quarterly Reviews: Once we have a plan in place - we want to make sure the train stays on the tracks. At the end of each quarter, we carve our three weeks and invite clients who wish to meet to review their account performance, market updates, and any relevant changes.3. Client Education: We believe in empowering our clients to understand not just what they own, but why they own it. Through virtual and in-person events featuring industry experts, we facilitate ongoing education on the intricacies of finance.4. Newsletter: Complementing our live client education events, we keep our clients informed with newsletters containing relevant information and updates on market trends.At Carpion Private Wealth, we're dedicated to providing comprehensive financial guidance and support to help our clients achieve their long-term financial objectives. Let's connect and explore how we can help you secure your financial future.