I provide strategic guidance and fiduciary expertise to the family offices of ultra-high-net-worth clients, helping them manage complex estate, trust, and wealth planning needs. With a focus on building long-term relationships, I collaborate with a team of specialists and external advisors to deliver tailored solutions that preserve and grow family legacies across generations.

I help sophisticated clients and families accomplish their private wealth management and estate planning goals.I advise clients on trust, tax, estate planning, and financial planning techniques. I serve as a lead relationship manager on a group of accounts, guiding and delivering the unique client experience at Northern.

I served as a Senior Fiduciary Administrator within the Wells Fargo Private Bank who managed high-net-worth trust accounts in the Texas and Arizona markets.

I was an attorney in the wealth management practice group engaged in high level estate, tax, and business succession planning. Faegre Drinker is an Amlaw 100 firm, and is among the 50 largest law firms in the United States.

I was an associate attorney in the estate planning group who was trained by some of the nation’s leading practitioners and ACTEC Fellows at one of the largest and oldest law firms in Kentucky. I specialized in designing comprehensive estate plans for high-net-worth clients, particularly within the Kentucky bourbon and horse racing business owner communities. I also had substantial experience in employee benefits and ERISA compliance matters.