I am a first vice president and financial advisor at RBC Wealth Management, where I advise a small group of founders and early employees of high growth companies. I have developed a core competency helping clients prepare for the sale or IPO of a company, assisting with complex estate planning issues and managing issues that come with significant wealth. I aim to help clients achieve clarity, simplicity and control of their financial lives.
Prior to RBC, I was a private wealth advisor at UBS PWM & Morgan Stanley PWM advising founders and early employees of high growth companies. I enjoy traveling, fine wine and my golden retriever puppy, Nellie.