I offer our clients deep experience in Family Office Services. I work with clients and their external advisors to identify needs and implement solutions that better preserve and grow family wealth. I am dedicated to superior client service and delivering peace of mind with the utmost integrity. Prior to joining Boston Research and Management, I served a select few wealthy clients as a Senior Relationship Manager at Tanager Financial Services and successor organizations (Wachovia and Wells Fargo). Previously I was Tax Manager at Woodstock Corporation and Crestar Bank (now SunTrust), Risk Manager for Crestar Bank, and responsible for the tax work of the highest net worth clients at BankBoston