Exceptional financial planning is defined by relationships, insights, opportunities, collaboration, resources and service. I’m most energized when advisory teams orient around a client in a way that not only supports their financial objectives but also their life values.This is what drew me to LPL Financial — their belief in the value of advice and supporting advisors, firms and institutions so they can deliver great advice and run thriving businesses.At LPL, I have continued my career concentration on serving high-net-worth-focused advisors and their clients, as I understand their unique, sophisticated needs and the importance of viewing client relationships in their entirety. That is why I launched LPL’s newest affiliation model, LPL Private Wealth Management, wherein advisors enjoy the benefits of industry-leading payouts, client ownership and business autonomy while gaining access to enhanced service, expanded capabilities and an exclusive high-net-worth advisor community.Prior to joining LPL Financial, I joined First Republic Bank to continue making a career of helping ultra-high-net-worth individuals and families achieve their financial and philanthropic goals. Through this work, I observed the opportunity to deepen relationships with clients and evolve their experience of financial planning. This enabled me to plan to build and lead a new service area for First Republic. As Head of Family Wealth Resources, I collaborated with team members across the organization to design, deliver and drive the adoption of innovative and thoughtful resources that elevated clients’ personal experiences and increased the effectiveness of the advisory teams who serve them.Prior to First Republic, I held progressively responsible positions with Wells Fargo Private Bank, where I helped secure anchor clients, built relationships and substantively grew assets under management. Throughout my last two years with Wells, I ran the P&L for trust and investment fiduciary platforms while managing a team of 16 planning professionals working with Wells’ largest clients. During this time, I also effected a significant paradigm shift to a more proactive and consultative way of delivering services.As a highly engaged manager, I strive to lead by example and approach my work with integrity, inclusivity and commitment. I’m incredibly grateful for the opportunity to partner with so many talented people and various audiences in an area that I’m deeply passionate about.Connect with me to learn more about LPL Private Wealth Management and LPL Financial.