I am a partner at Fi3, with 24 years of experience in the wealth management industry and five years of tax experience in public accounting. Prior to joining Fi3, I served as a Client Relationship Strategist at Oxford Financial Group. I also worked in Ernst & Young’s Private Client Services Group and at Arthur Andersen. I advise individuals and families around the U.S., including corporate executives, business owners, entrepreneurs, and family members of inherited wealth. I approach my client relationships with care, diligence, and sound judgment. I came to Fi3 because the Family CFO system matches the intent and care that I put into each and every client relationship.