Supports advisors in financial planning for their clients, including estate, charitable, and business planning, as well as high-net-worth strategies
Holds the CERTIFIED FINANCIAL PLANNER™ professional certification
Earned a BBA in legal studies from the University of Miami, a JD from Thomas Jefferson School of Law, and an LLM (Master of Laws) in international tax and financial services with a certification in wealth management
Has prior experience as an estate planning attorney in Southern California
