Dedicated to working alongside complex business leaders helping them strategically plan and reach fulfillment, both personally and professionally. Top priority is to deeply engage and form trusting relationships with clients to provide unique solutions through critical thinking. Experienced in both personal financial planning and analyzing financial statements of middle-market privately-held businesses throughout multiple industries.

Career began in Crowe LLP's audit practice and transitioned to a current role at Windsor Advisory Group. Windsor is an investment advisory firm that provides family office services to highly successful individuals, their families and family offices.