What’s the best way to put wealth in perspective?
I always come back to the same question: What do you want your life to look like? I’ve sat with business owners who spent 20 years building something incredible and never stopped to think about what came next. I’ve worked with families who had more than enough but still felt uncertain, because nobody had ever helped them connect their wealth to what actually mattered to them: time with family, a legacy worth leaving, the freedom to live on their own terms. Before anything else, I want to understand what someone truly values and what they’d regret not doing. That’s where real planning starts.
What differentiates you from other advisors?
Genuine curiosity and a willingness to slow down. The clients I work with are accomplished, busy people, and I take pride in being someone who actually listens, asks hard questions, and cares about the answers. I bring a cross-disciplinary approach to every relationship: tax planning, estate strategy, exit planning, all woven together around what a client actually cares about. Most of my best conversations never start where you’d expect. They start with family, a life transition, or something that’s been sitting in the back of a client’s mind for years. I just help them finally say it out loud.
What passions do you pursue outside of work?
The thing that really grounds me is the work I do around cancer awareness and patient support. My grandmother fought cancer twice, and I was there for all of it. Watching her navigate that experience changed me. It made me more patient, more present, and more aware of what actually matters. It also deepened something in me that was already there: a genuine need to be useful to people going through something hard. That’s part of why I joined the board of Turn the Towns Teal and why I volunteer at Sylvester Cancer Center. And if I’m being honest, it’s the same thing that brought me to this work. Whether I’m sitting with a family navigating a difficult diagnosis or a difficult financial decision, what I’m really trying to do is the same thing: make sure nobody has to figure it out alone.