I’m not a financial advisor. That’s precisely where my value comes in.
I’ve been on the client side of the table: building companies, navigating private equity exits, and managing the complexity that follows. These experiences give me a unique perspective on what great planning feels like in practice.
At AFE Private Wealth, I bring that perspective to every client relationship. I’m here to sharpen the lens, ask the right questions, and ensure that our strategies translate into tangible results. My role is to connect the dots between our advisors, outside professionals, and each client’s priorities. This way nothing falls through the cracks.
Clients appreciate my candor, energy, and relentless focus on outcomes. I’m living proof of what well-executed planning can do, and I make sure every client gets that same level of impact.