Background
I started with Truist Bank in 1989, building a career rooted in trust and long term client relationships. I began in the Domestic Commercial Trust Department and, since 1998, have specialized in serving international and globally connected families with complex planning needs.
My practice is centered on sophisticated estate and wealth planning. I work closely with clients and their legal and tax advisors to design and administer fiduciary structures that are compliant across jurisdictions, tax efficient, and aligned with each client’s long term legacy and governance objectives.
As a Trust Advisor, I oversee comprehensive fiduciary relationships, including discretionary investment management accounts, revocable and irrevocable trusts, and custody accounts.
For high net worth families, estate planning often extends beyond borders and generations. Our role as part of the Wealth Team is to bring clarity and coordination to that complexity. By delivering customized, thoughtful solutions and proactive oversight, we help clients protect their wealth, support their goals, and gain financial well-being that their plans will endure.