Experience

The Atrium Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • Apr 2021 - Present

  The Atrium Financial Group works with families and small business owners who share their values of family, commitment to excellence, mutual respect, integrity, and personal and professional growth. The team specializes in creating financial freedom through multi-generational estate planning and income distribution strategies. Their comprehensive, tax-efficient approach to finance integrates traditional financial planning with cutting edge behavioral finance. The group’s coaching and stewardship inspire their clients and community to realize their full potential. Show less



FIRST NATIONAL BANK OF SCOTIA

• United States
• Banking
• 1 - 100 Employee

• Vice President

  • Jan 1996 - Apr 2021

  Dual employee of the commercial lending department and wealth management divisions of the Bank. Dual employee of the commercial lending department and wealth management divisions of the Bank.