Director of Portfolio Strategy/Senior Wealth Advisor

• Dec 2022 - Present

Senior Wealth Advisor

• Sep 2018 - Present

I take a leadership role in maintaining and establishing strong relationships with my clients. Working with the HH team, I ensure we follow our disciplined, ongoing process that adheres to my client’s financial Roadmap. My role oversees a range of investment responsibilities and wealth advisory services, and partners with clients in the discovery process to help guide them through their priorities. My overriding objective: protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased with the entire process.

Wealth Advisor

• Jun 2012 - Present

Working from the foundation of a strong relationship with my clients, I manage their wealth advisory services. My role at HH includes overseeing a comprehensive range of investment responsibilities, each critical to overall portfolio outcomes. I partner with Regional Directors and Client Service Managers in the day-to-day requirements of my clients’ accounts, ensuring that their portfolio management is continuously implemented—and adheres to their financial Roadmap. My overriding objective: protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased with the entire process.

Vice President - Invesments

• Feb 2006 - May 2012

Wealth management and brokerage services. Wealth management and brokerage services.

Vice President

• Jul 2002 - Jan 2006

Business Development

• Jan 1999 - May 2002