My goal is simple: make things easier for our clients and deliver on what we say we're going to do.
One of the things I enjoy most outside of work is backpacking. I've learned that reaching your destination rarely comes down to one big decision. It's usually the result of preparation, adapting when conditions change, and consistently taking the next step forward. Wealth management isn't all that different.
At AFE Private Wealth, I work closely with clients, advisors, custodians, lenders, and attorneys to keep things moving. Whether coordinating account transitions, lending requests, trust matters, or complex service needs, I focus on clear communication, strong follow-through, and getting the details right.
Before joining AFE, I worked in institutional finance supporting real estate investors, developers, and lenders on more than $17 billion of transactions. That experience reinforced the importance of preparation, risk management, and execution when the stakes are high.
I enjoy solving problems, helping people, and being someone others can rely on when something needs to get done. Much of my work happens behind the scenes, but my goal is always the same: help clients move forward with confidence.