As a Vice President, Wealth Advisor at GreenUp Wealth, I have over 28 years of financial services experience. I specialize in wealth management and financial planning solutions that help clients envision and achieve their financial goals. My passion is to provide clients with the opportunity to live their best life by creating possibilities through professional advice and customized strategies. I have a proven track record of increasing net new assets under management, exceeding client expectations, and building long-term relationships.