With over 20 years of experience in the RIA space, I’ve cultivated a deep understanding of portfolio management and advisor support. I thrive on finding creative, tax-efficient solutions to complex investment challenges and delivering scalable strategies that empower advisors to focus on their clients. Known for my organizational skills, I excel in managing multiple high-priority projects while ensuring meticulous attention to detail. Whether simplifying transitions, creating bespoke investment strategies, or addressing unique scenarios, I’m committed to delivering polished, impactful results.