Cerity Partners
Years of Experience
11 years
Number of Clients
35
Average Client Size
$5,000,000
Member Since
2022
I am committed to delivering a small firm feel and customized experience for my clients depsite being part of a large organization.
I enjoy working with entrepreneurs, business owners, and multi-generational families helping them to pair the right investment strategy with their financial goals in a tax efficient manner.
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MBA with a Concentration in Finance
Obtained in 2020
Bachelor of Science in Finance & Economics
Obtained in 2013
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