Managing Director at
Modern Wealth Management
Years of Experience
17 years
Number of Clients
212
Average Client Size
$1,110,000
Member Since
2025
I love learning about the unique challenges and goals that my clients have in their lives. Crafting a plan together with clients to give them confidence in their financial future is what excites me.
I work with a diverse range of clients in various industries, each with unique goals and challenges. They range from individuals in the middle of their careers who are juggling work-life balance, to pre-retirees and retirees planning the next chapter of their lives and their legacy.
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Economics & International Business
Obtained in 2001
Managing Director & Executive Advisor
2024 - Present
President
2015 - 2024
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