How I help . . .
I oversee the operations processes of the wealth management division of the firm. By maximizing our processes, this provides for a better client experience and promotes our level of service to assist our clients in meeting their financial goals.
I am also tasked with overseeing the compliance regulations of the RIA portion of our wealth management practice. Each of these roles provide me with the opportunity to assist in ensuring our clients receive the best customer service and opportunities to achieve their financial objectives.