As I step into my new role at Raymond James, I’m excited to bring my passion for wealth management, education, and legacy-building to entrepreneurs, tech founders, and executives who are looking to secure their financial futures and educate the next generation.

Having worked closely with tech startup founders, business leaders, and high-net-worth individuals, I’ve seen firsthand the challenges and opportunities that come with managing and preserving wealth.

Many of my clients are visionary builders—people who have spent their lives scaling businesses, disrupting industries, and creating lasting impact. But when it comes to managing personal wealth, especially in preparing their children for financial responsibility, they often seek expert guidance.

Bridging Wealth and Wisdom for the Next Generation

One of my greatest passions is helping families navigate wealth education—ensuring that their children not only inherit financial assets but also the knowledge, values, and mindset needed to sustain and grow their legacy.

I strongly believe that wealth management is about more than just numbers—it’s about teaching, mentoring, and empowering future generations. My background includes degrees from Oxford and Cornell, institutions that have shaped my analytical approach and deep commitment to education.

Throughout my career, I have worked with global entrepreneurs, family offices, and founders, ensuring that their wealth is not just preserved but also purposefully structured for generational success.

Why Raymond James?

Raymond James is known for its client-first philosophy, independence, and robust resources, making it the perfect place to continue my mission of helping entrepreneurs, executives, and their families make strategic financial decisions. Whether it’s estate planning, investment strategies, or structuring a family office, my role is to guide my clients through every stage of their wealth journey.

What’s Next?

Through this platform, I’ll be sharing insights on wealth management, financial education, and legacy planning, specifically tailored to tech founders, entrepreneurs, and executives who want to empower their children with the right financial mindset. If you're interested in navigating the intersection of wealth, education, and entrepreneurship, I’d love to connect.

Let’s build a future where success isn’t just measured by financial growth, but by the knowledge and values we pass on to the next generation.

Feel free to reach out or follow along for more insights