At The Trust Company, we focus on the art and science of financial planning. I value the deep client relationships that I develop while helping clients achieve long-term goals through customized, comprehensive financial planning and investment management services. In addition to direct client development and service responsibilities, I provide trust and estate administration and fiduciary services. As Director of Financial Planning, I supervise the financial planning team and oversee financial planning services provided to all clients of the firm, focusing in the areas of retirement, Social Security and Medicare planning, investments, estate, tax, insurance, and employee benefits.

I am a true believer in hands on learning. Ayco created the perfect environment for me to do just that - master my technical skills while serving clients. While at Ayco, I delivered comprehensive, implementation oriented financial planning and counseling services to Fortune 500 executives. My responsibilities included developing client reports and projections in the areas of investments, tax, retirement, insurance, and estate planning as well as personal income and gift tax return preparation.