My journey in the financial services industry began almost a decade ago in Maryland. Building deep, trusting relationships with clients is what initially drove me to the field of financial services. Eager to directly impact clients and guide them through their financial journeys, I quickly transitioned into an advisory role, specializing in a high-touch approach in multi-generational wealth planning. Over my career, I've had the privilege of working with high-net-worth and ultra-high-net-worth clients and families, navigating significant life transitions such as business sales and retirement. One area close to my heart is assisting individuals experiencing an influx of wealth due to events such as divorce or inheritances, ensuring a seamless transition and helping them establish a purposeful financial legacy. My commitment to this specialized field is rooted in the belief that every client, regardless of their financial circumstances, deserves a thoughtful and strategic approach to wealth management. I relocated to Fort Lauderdale to join the team at Las Olas Capital Advisors to bring my experience to affluent families in South Florida. I bring expertise in the areas of wealth transfer, asset protection, and charitable giving. My aim is to have a focus on a financial plan that guides investment consulting. By truly listening and understanding our clients and vision for their wealth, I hope to be their family’s wealth advocate. In addition to my professional endeavors, I am actively involved in the financial planning community. In 2024, I will be serving as the NexGen Organization Director for the National Financial Planning Association, further solidifying my dedication to nurturing the next generation of industry professionals. I strongly believe it is my role as an advisor to not only be a steward to my clients, but also to the profession as a whole. Outside of the office, you'll find me exploring my adventurous side—whether sailing, discovering new destinations, or indulging in a diverse array of culinary experiences.