I work closely with my clients to identify their wealth goals and develop customized plans for meeting their long-term objectives as well as current lifestyle needs. My ongoing monitoring and guidance enables clients to effectively evaluate their full financial picture and make more confident wealth decisions. I have been in the advisory industry since 2003. I began my career in the investment banking field, providing mergers and acquisitions advice to family-owned, private-equity owned, and public companies. My experience working with executives of public and private companies in both mergers and acquisitions and wealth management gives me a deep knowledge of the complexities that my cli