With over two decades of professional experience, my tenure as Senior Trust Officer at Premier Trust, Inc. is the latest chapter in a career dedicated to managing wealth with precision and foresight. Previously at RubinBrown LLP, I honed my skills in wealth management services, financial advisory, and financial planning, ensuring clients' financial well-being and lasting legacies. Our team at Premier Trust embraces a mission to deliver bespoke trust solutions with a blend of legal acumen as a CPA and Attorney. We strive to uphold the values of trustworthiness and client-focused service, leveraging my expertise to enhance our organization's culture of excellence.