Serves as the Team Lead for the firm’s Athlete Asset Management Group which provides professional athletes sophisticated management of their investments, financial well-being for the long term, and disciplined focus on stability after their sports career. Serves as the Team Lead for the firm’s Attorney Advisory Group which provides the legal community with the investment expertise and resources necessary to assist in situations such as Divorce, Inheritance, Legal Awards, and Major Asset Sales/Divisions. Holds the Certified Divorce Financial Analyst designation (CDFA®) via the Institute for Divorce Financial Analysts. Achieved the Chartered Retirement Planning Counselor designation (CRPC®)