Managing Director- Wealth Advisor at
Rothschild Wealth Partners
Years of Experience
11 years
Number of Clients
40
Average Client Size
$1,000,000
Member Since
2026
My focus is simple: reduce taxes, optimize wealth, and bring clarity to complex financial decisions through personalized planning. I take pride in proactive communication and timely responses to my clients.
I work with high-income professionals, retirees, business owners, and clients with concentrated stock positions who want to diversify tax-efficiently. My clients seek smart withdrawal strategies in retirement, IRMAA minimization, strategies to reduce lifetime taxes. I help clients nearing retirement quantify which steps they need to take to become financially independent.
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Personal Finance, BS
Obtained in 2014
Managing Director- Wealth Advisor
2025 - Present
Vice President- Financial Advisor
2015 - 2025
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