ABOUT ME

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2006. I help clients succeed by taking the time to understand their unique needs, and directing teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help clients work toward their goals.

I live in Sarasota, and serve clients in the Sarasota and West Florida communities. I enjoy playing competitive tennis — a sport I enjoyed and excelled in, long before playing varsity tennis for Penn State University. I extend my passion of the game to coach youth and adult tennis at Lakewood National Country Club. I also enjoy being outside as much as possible, playing golf, boating, fishing, watersports and running, including competing in marathons. I am active in my community, involved in youth and college sports. I serve as vice president of Lakewood Ranch Community Fund and serve as a board advisory member for Big Brothers Big Sisters of Suncoast, Manatee County.

 

My areas of focus: Attorneys and accountants, Business owners, Wealth creators

Education

  • Penn State University: Bachelor of Arts, communications and business
MY OFFICE

 

Contact employee for address
Home-based, FL 99999

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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.