I am incredibly fortunate to be part of a profession that allows me to make a measurable difference in people’s lives every day. As a Client Advisor at Meira Wealth, I use my professional experience to help our clients through some of the most challenging and difficult financial decisions they will face during their lifetime. I work with people across the United States, and I enjoy learning about each person’s unique background.

- Helping highly affluent individuals and families with complex wealth planning needs make informed decisions about their financial affairs.

- Served as lead advisor to 180 high-net-worth and ultra-high-net-worth clients across the United States representing $330 million in managed assets.- Provided investment and financial planning advice through ongoing client reviews.- Guided clients through life transitions and worked with them to develop a plan that met their objectives.- Managed the day-to-day of client planning projects, directing and coordinating team in the completion of these projects.- Acted as a financial planning subject matter expert for the firm.- Discussed viability of client retirement goals and provided direct feedback on feasibility.- Prepared and presented recommendations to clients on overall asset allocation in context of investment time horizon, growth goals, and potential cash flow needs. - Conducted ongoing tax analysis and provide guidance to clients in areas such as tax-loss harvesting, Roth IRA conversions, Qualified Charitable Distributions, gifting of highly appreciated stock to family members in lower tax brackets to achieve family gifting goals and mitigate or eliminate capital gains tax impact.- Equity compensation planning for Section 1202 stock, RSUs, PSUs, ISOs and NSOs.- Provided CPA referrals as appropriate and coordinate efforts of these professionals on behalf of firm clients.- Verified core estate plan documents in place and conducted account beneficiary review- Provided estate planning attorney referrals as appropriate and coordinated efforts of these professionals on behalf of firm clients.- Provided advice and education on more advanced estate planning techniques including the use of revocable trusts and grantor trusts (SLATs, GRATs, CRATs).- Reviewed client insurance coverage for property, auto, excess liability, medical, disability, life, and long-term care.- Provided college funding analysis including education savings recommendations and asset allocation recommendations for education assets.

- Served as lead advisor to firm clients. - Prepared and presented ongoing financial planning analysis to firm clients utilizing Advizr software platform.- Provided financial independence analysis and presented guidance on annual savings targets in context of client goals.- Prepared and presented recommendations to clients on overall asset allocation in context of investment time horizon, growth goals, and potential cash flow needs. - Reviewed client tax returns on annual basis and provided guidance to clients in areas such as: Roth IRA conversions, “backdoor” Roth IRA/401(k) contributions, provided guidance on capital gains realization strategies in context of reducing concentration risk as well as satisfying charitable gifting goals through use of donor-advised fund, equity compensation tax planning for RSUs, PSUs, ISOs and NSOs, provided CPA referrals as appropriate and coordinated with these professionals on behalf of clients.- Reviewed and consulted on estate planning structure in relation to client estate goals.- Verified core estate plan documents in place (Will, DPOA, MPOA, Medical Directives).- Reviewed beneficiary designations for retirement accounts and TOD/POD designations for non-retirement accounts.- Provided estate planning attorney referrals as appropriate and coordinated with these professionals on behalf of clients.- Provided advice and education on more advanced estate planning techniques including the use of revocable trusts.- Reviewed client insurance coverage for property, auto, excess liability, medical, disability, life, and long-term care.- Provided guidance on insurance short-falls as well as areas where client over-insured.- Provided college funding analysis which included education savings recommendations and asset allocation recommendations for education assets.

- Served as lead advisor to firm clients. - Prepared and presented ongoing financial planning analysis to clients utilizing eMoney software platform.- Prepared and presented recommendations to clients on overall asset allocation in context of investment time horizon, growth goals, and potential cash flow needs. - Updated firm financial planning process and created new deliverable procedure.- Developed firm resources and new client deliverable related to safe withdrawal rates.- Reviewed client tax returns annually for accuracy and additional planning opportunities.- Provided tax planning to clients in areas including: Roth IRA conversions, “backdoor” Roth IRA/401(k) contributions, gifting of highly appreciated stock to children in lower tax brackets to satisfy goals of reducing individual security concentration risk and the ongoing tax impact mitigation, provided guidance on capital gains realization strategies in context of reducing concentration risk as well as satisfying charitable gifting goals through use of donor-advised fund, NUA distribution elections for low basis company stock.- Reviewed and consulted on estate planning structure in relation to client estate goals.- Verified core estate plan documents in place (Will, DPOA, MPOA, Medical Directives) and reviewed beneficiary designations.- Provided estate planning attorney referrals as appropriate and coordinate with these professionals on behalf of clients.- Provided advice and education on more advanced estate planning techniques.- Gave guidance on intra-family loan as part of business transfer between retiring parents and adult children.- Reviewed client insurance coverage for property, auto, excess liability, medical, disability, life, and long-term care.- Served as member of the investment policy committee and the portfolio management team.- Conducted due diligence on existing and potential portfolio holdings.- Provided ongoing mentorship to colleagues.

- Served as an associate advisor and financial planning subject matter expert for the firm. - Prepared and presented ongoing financial planning analysis to clients.- Reviewed client tax returns annually as part of the overall financial planning process. - Performed due diligence on new technology platforms for the firm. - Reviewed tax implications of alternative investments including drilling programs, REITs, and venture capital funds. - Reviewed client insurance coverage for property, auto, excess liability, medical, disability, life, and long-term care.- Served as member of the investment policy committee.- Conducted investment due diligence on existing and potential portfolio holdings.- Provided ongoing financial planning mentorship to colleagues.