First Vice President–Wealth Management
I subscribe to a system of values, whereas I hold faith, family, and country in high esteem, along with treating others as I would like to be treated.
I love spending time with my family and have a passion for helping those who are in need. If I am not with my family it is common to find me volunteering or mentoring.
Providing financial solutions is an extension of my passion of service. I work with nonprofit organizations, small businesses, families, and individuals to help you manage your assets and liabilities, asset protection, building and creating wealth, and wealth transition.
My clients tend to have intricate lives and sophisticated estates; therefore, you can expect a structured plan to navigate our course of action. You will receive ongoing portfolio oversight, which enables you to pursue your passion while we manage your concerns. You and I will periodically communicate to ensure you are on track to achieve your goals.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including: