Director of Financial Planning
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.Data-analytics driven, Director of Financial Planning and Wealth Management Advisor who specializes in holistic planning working with “Emerging Affluent” clientele, (Tech, Finance, Business Owners) in implementing innovative and tax-intelligent solutions to produce attractive options, minimize tax-drag, and optimize plan efficiencies.
Data-analytics driven, Director of Financial Planning and Wealth Management Advisor who specializes in holistic planning working with “Emerging Affluent” clientele, (Tech, Finance, Business Owners) in implementing innovative and tax-intelligent solutions to produce attractive options, minimize tax-drag, and optimize plan efficiencies.
Currently in the MBA program at UNC Pembroke with a concentration in Business Analytics.
