With over 20 years of experience in the financial services industry, I am a Certified Financial Planner (CFP) and the Head of Financial Planning at Beacon Trust Company. In this role, I oversee the financial planning team and provide comprehensive and customized financial solutions to high-net-worth clients. I also work closely with the investment, trust, and banking teams to deliver integrated and holistic wealth management services. Prior to this, I was a Trust and Financial Planning Officer and a Director of Financial Advisory Services at Beacon Trust Company, where I developed and implemented financial plans, investment strategies, and estate plans for clients. I value integrity, exce