With over two decades of experience in the financial world, I am fortunate to live in the intersection of being a financial advisor, adding value to our clients lives, and Director of Marketing and Growth Strategies. As the Director of Marketing and Growth Strategies, I work with our leadership team to define areas of growth, to develop and coordinate marketing strategies, and to help inspire and empower advisors along their business development journeys. My passion is building deep and caring relationships with my clients to help them overcome obstacles, reach their goals, and guide them in finding their true meaning of money and wealth. This allows me to create tailored advice and strategies to help clients grow, preserve and transition wealth. Throughout my career, I have earned a reputation for exceptional personal service and have been entrusted with over $3 billion dollars in client assets. Knowledge and expertise encompass: Fiduciary Standards Investment Products and Services Risk Management Guidance Market Analysis Hedge Funds Real Estate Derivative Securities Foreign Currencies Private Equity Liquidity Risk and Return Metrics Multi-generational Wealth Planning Asset Allocation Bank Lending Relationship Management Revenue and Expense Management Portfolio Management Trust Accounts Investment Advising Planned Giving Programs Tax Issues 