At Knox McLaughlin, my focus is on combining legal expertise with proven financial acumen to deliver strategies that meet the intricate needs of our diverse client base. My experience with trusts, estate planning, investments, business succession, and ERISA provide a unique skillset and multi-disciplinary point of view. With a background in managing a $3B AUM portfolio, my approach to investment planning is characterized by meticulous risk management and an analytical mindset, grounded in my credentials as a JD, CFA®, CPA. and FRM®.

Leveraging the skills honed as a Senior Portfolio Manager, I have cultivated long-term customer relationships through attentive listening and the development of personalized financial strategies. Our team specializes in identifying opportunities for clients, translating complex market trends into actionable insights. Committed to excellence, we strive for optimal outcomes in every client engagement.