there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Cash management
Charitable giving
Equity
Estate planning
Family business
Fiduciary
Finance
Investments
Lending
Philanthropy
Private equity
Sales
Trusts
Exit/Transition Planning
ESG
Professional Certification
MBA
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Tri-State Individual
Member since
Member for 2 years
Why I'm a Member of XPX
I enjoy meeting new people and serving as a connector between clients and other advisors. To the extent that my network is complementary to other professionals, I am happy to make appropriate introductions.