Years of Industry Experience
Years with Neuberger Berman
Wealth Advisor
Years of Industry Experience
Years with Neuberger Berman
Building meaningful relationships with my clients and their families over time allows me to make an impact in many areas of their lives, not only their investments. Being personally involved in their personal celebrations and challenges lets me stay attuned to their changing needs and offer long-term investment solutions that can help them achieve their goals through all life situations. To further position myself as a trusted advisor, I maintain a strong referral network to help connect my clients with other professional advisors who can serve their non-investment needs.