Professional Bio
Certified Trust and Fiduciary Advisor (CTFA) and trust professional with expertise in fiduciary services, trust administration, financial planning, and wealth management. I work closely with clients, families, attorneys, and advisors to administer complex trust relationships, navigate fiduciary responsibilities, and deliver customized wealth strategies. Backed by an MBA and a degree in Trust & Wealth Management, I combine technical knowledge with a client-focused approach to provide thoughtful guidance, maintain regulatory compliance, and help preserve and transfer wealth across generations.
