I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my client's and their families' unique needs, and I direct teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help them work toward and achieve their goals. I began my career in financial services in 2007, in Palm Beach. I am passionate about the work I do and find myself lucky to serve the families that have entrusted our team to help them with some of li