I support our growth by providing capacity to, and seeking the improvement of, the trading and management of our Destination Portfolios and other investment offerings. I also assist in some aspects of our research and analysis process.

Our success has created an opportunity for me to join a great and growing team of financial professionals whom I look forward to supporting.

My professional background includes an evolving career in the financial services industry, starting as a hybrid financial advisor, and most recently serving clients as a portfolio manager for a boutique wealth management firm. I’ve worked with clients of varying size, need, and sophistication, providing me with well-rounded experience to support advisors’ practices and their clients’ investment needs.

Rounding out my life you’ll find me enjoying the outdoors, trying a new DIY project (or two… or three…), and spending time with friends and family.