Background
I’m a Legal Relationship Manager for the Truist Legal Specialty Group and supervise our legal specialty teammates in both Florida and Texas. I approach my role with a servant’s mindset, coaching and supporting my team so that they are best equipped to meet the needs of our clients. I also manage law firm relationships across the country and offers my clients over 20 years of banking and investment management experience, coupled with over 15 years of experience dedicated specifically to serving the needs of law firms and attorneys.
I advise law firms on methods to run more efficiently, optimize cash flow, capitalize their operations, and hedge risk. I understand that a firm’s success is built on an effectively run practice, adaptability to industry changes, and a true understanding of client needs.
My team and I also rise to the challenges of providing financial advice and personalized planning to meet the specific needs of the individual attorneys that put their trust in us. I believe that we have an obligation to give back to our communities, which perfectly aligns with the responsibility that most law firms display in the cities in which they live and work.
Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.
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Personal Interests
I’ve served on the board of trustees for the Legal Aid Society of the Orange County Bar Association, volunteer as a youth sports coach, and am a health, fitness, and personal and professional growth enthusiast.
