As a Managing Director at Elevate Wealth Management, LLC, I have over 24 years of experience in providing holistic health and wealth solutions to affluent clients. Certified financial planner, certified investment manager analyst, investment manager and financial services coach, as well as a yoga instructor and wellness advocate. I cherish the opportunity to develop meaningful relationships with each client and tailor my professional advice to their specific needs and goals.My team and I specialize in managing diversified investment portfolios, financial planning, retirement planning, charitable gifting, estate and tax planning, and wealth education. We work closely with other trusted advisors and professional advocates to maximize and protect our clients' wealth, while minimizing unnecessary taxes. We also partner with sophisticated medical professionals to offer diagnostic testing, comprehensive analysis, vitamins, supplements, peptides, anti-aging, and regenerative medicine. My passion is client care and I enjoy guiding my clients on their unique journey as a trusted advisor and coach.