When I think about wealth management, I don’t just think about numbers—I think about people, stories, and the legacies they leave behind. As I step into my new role at Raymond James, I’m more committed than ever to helping entrepreneurs, tech founders, and executives navigate their financial journeys while preparing the next generation to steward their wealth with wisdom and responsibility.

Helping Visionaries Build a Lasting Legacy

Throughout my career, I’ve worked with startup founders, business leaders, and global executives, guiding them through the complexities of financial planning. These are individuals who have built groundbreaking companies, taken bold risks, and created immense value. But when it comes to structuring their personal wealth—from investments to estate planning to educating their children about money—many feel uncertain about the best path forward.

This is where I come in. My mission is to provide holistic, strategic financial guidance that not only helps my clients grow and protect their wealth but also empowers them to pass on financial literacy, values, and confidence to their children.

Merging Wealth and Education

With degrees from Oxford and Cornell, I’ve always been passionate about education and lifelong learning. I believe that true financial success isn’t just about accumulation—it’s about understanding, managing, and transferring wealth effectively. A well-structured financial plan should serve both the individual and future generations, ensuring that wealth becomes a tool for growth rather than a burden.

Many high-achieving professionals wonder:

• How do I prepare my children to manage wealth responsibly?
• What’s the best way to introduce financial concepts to the next generation?
• How can I structure my estate to reflect my values and long-term goals?

At Raymond James, I have the resources and flexibility to help my clients answer these questions in a

customized, forward-thinking way.

Looking Ahead: What You Can Expect

I’ll be sharing insights, strategies, and conversations around wealth management for entrepreneurs, tech founders, and executives—especially those looking to integrate financial education into their family’s legacy. If you're interested in structuring your wealth for long-term success, preparing your children for financial responsibility, or simply having a trusted advisor in your corner, let’s connect.

Wealth is more than a number—it’s a legacy. Let’s build yours together.