Passionate about wealth building and investment management, I have spent the last 15+ years managing billions in assets for ultra-high net worth individuals and companies, providing holistic financial planning and investment advice across investment management, tax planning, risk management, retirement planning, and estate planning. Currently, I am the Senior Wealth Manager at LourdMurray, directing client engagement, financial planning and investment strategy for over 100 households netting billions in assets. I also lead cross-functional and executive communication for key projects, including firm strategy, talent management and implementation of a new family office consulting initiativ