With nearly 30 years of experience in the wealth management industry, I bring deep expertise in trust administration, estate planning, tax strategy, and portfolio management for high-net-worth individuals and families.

I began my career at a trust company in Grand Rapids, Michigan—now part of Fifth Third Bank—before relocating to Florida in 2001 to join Brown Brothers Harriman in Palm Beach as a Trust Officer. In 2007, I joined Mellon Bank (now BNY Mellon), where I served as Senior Trust Officer and Senior Portfolio Manager. During my time at BNY Mellon, I provided comprehensive estate and tax planning services and held key leadership roles, including Co-Chair of the Trust Committee for the Southeastern U.S. and member of the Special Needs Trust Committee for the East Coast.

In 2016, I launched my own registered investment advisory firm, further expanding my perspective as an independent advisor. I currently serve as a Wealth Management Advisor at Meridian Wealth Management, where I continue to provide personalized, fiduciary-focused financial guidance.

Outside of my professional work, I have been actively involved for more than 20 years with the Professional Endowment Committee of the Rehabilitation Center for Children and Adults in Palm Beach, Florida.