Years of Industry Experience
Years with Neuberger Berman
Wealth Advisor
Years of Industry Experience
Years with Neuberger Berman
A comprehensive, customized asset allocation that addresses a client's long-term goals and risk tolerance is the cornerstone of a wealth management plan. For over 20 years, I’ve forged strong relationships with clients and their families, helping them build focused wealth management strategies designed to help them achieve their income, charitable giving and wealth transfer goals. Because multigenerational wealth transfer is an important concern for many of my clients, I often partner with professionals in our trust company to build integrated solutions with an eye toward long-term tax planning.