Designed, implemented, and managed client portfolios exceeding $225 million in assets. Conducted in-depth analysis to manage the trade-offs between risk and return, including traditional stock and bond allocations as well as alternative asset classes to appropriately allocate funds to best fit the client's goals, risk tolerance, and life stage.Crafted and delivered in-depth financial plans for clients ranging from $1 million to $25 million net worth to answer their most… Show more Designed, implemented, and managed client portfolios exceeding $225 million in assets. Conducted in-depth analysis to manage the trade-offs between risk and return, including traditional stock and bond allocations as well as alternative asset classes to appropriately allocate funds to best fit the client's goals, risk tolerance, and life stage.Crafted and delivered in-depth financial plans for clients ranging from $1 million to $25 million net worth to answer their most important questions, such as:• Am I on track for retirement?• Will I outlive my money?• Can I afford to take that vacation / buy that property / pass on my wealth the way I want to?All while managing towards maximum financial impact for the client and minimum taxes for the IRS. Show less

As Regional Director, I partnered with independent Registered Investment Advisor (RIA) owners to elevate their practices. My role focused on helping advisors deepen their understanding of investments and markets, improve client communication, and adopt best practices from across the financial services industry.I served as a trusted advisor to financial advisors, delivering actionable insights, fostering growth, and providing tools to enhance the client experience. Through education and… Show more As Regional Director, I partnered with independent Registered Investment Advisor (RIA) owners to elevate their practices. My role focused on helping advisors deepen their understanding of investments and markets, improve client communication, and adopt best practices from across the financial services industry.I served as a trusted advisor to financial advisors, delivering actionable insights, fostering growth, and providing tools to enhance the client experience. Through education and strategic collaboration, I worked to ensure advisors could confidently navigate complex financial landscapes and deliver long-term value to their clients.This experience shaped my belief in the power of evidence-based investing and the importance of personalized, client-focused advice. Show less