When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:

Tax
Legal, Fiduciary, and Estate Administration
Specialist Lending
Private Equity
Global Citizenship

I have been in the financial services industry for the past 5 years. I started my career at AlphaWealth in the wealth division, and shortly after joining moved across to the Family Office. My personal driver is helping our families achieve their financial goals and position their portfolios to preserve and grow their generational wealth. I find taking our clients through the different life cycles, from creating family wealth, saving toward retirement to estate and succession planning incredibly rewarding. Giving clients a clear plan and vision alleviates anxiety about the unknown and lets them focus on their passions.