Associate Wealth Advisor
CurrentI value the opportunity to work alongside my Halbert Hargrove colleagues as a guru, guide and gladiator for our clients. My overarching focus is on helping clients continue to meet their financial goals—and ensuring that their experience of the entire process is supportive and positive. I work as a part of a collaborative team, with responsibilities that range from responding to clients’ questions and concerns about their finances, to preparing proprietary HH reviews, analytics, and other client presentations, to creating, delivering, and monitoring financial plans.