“I help each family we serve live their ‘Life Worth’. This means protecting and scaling their most precious commodity: time. By serving as a trusted advisor and an advocate, I am able to take on the work related to the many facets—and complexities—of their lives. I ensure they are able to focus on what is most important to them.”
40
Years of experience in Wealth Management
PROFESSIONAL HIGHLIGHTS
Career focused on managing the complexities of ultra-high-net-worth families
Expertise serving multi-generational family hierarchies, including estates, trusts, and family partnerships
Dedicated to the delivery of an exceptional client experience by providing uncommon fiduciary and planning solutions
Served as a Senior Fiduciary Advisor Specialist and Relationship Manager at Wells Fargo Private Bank
Held Trust Officer and Trust Administrator positions at Brenton Banks and Hawkeye Bank & Trust, respectively
Works closely with Trust & Estate Attorneys and CPAs to ensure a family’s legacy is well-structured and secure—spanning generations
Member of the Madison County Women’s Giving Circle
Earned the Certified Trust and Fiduciary Advisor (CTFA) designation, among the highest distinctions in wealth management, planning and trust services
