Bringing over two decades of deep-rooted expertise in financial services. My journey began in the jewelry industry, where I spent twenty years honing my skills before transitioning into finance. This background uniquely positions me to understand the intricate dynamics of wealth management, particularly in family contexts. At Eagle Bay, I serve as Managing Director, steering our firm towards excellence in asset management and strategic advisory. My approach is grounded in transparency and personal service, ensuring our clients receive bespoke solutions that align with their multi-generational planning needs. Throughout my career, I've been deeply involved in managing family and institutional wealth, specializing in areas such as generational wealth transfer and succession planning. My commitment to ethical practice is underscored by roles such as Chairman of the Investment Committee for prominent organizations like the M.B. and Edna Zale Foundation. I hold a degree in Political Science from the University of Colorado and am a Chartered Financial Analyst (CFA), credentials that reflect my dedication to mastering financial expertise. As an educator, I'm passionate about empowering clients to make informed investment decisions. I believe in equipping individuals with the knowledge and discipline needed to take charge of their financial futures. Whether through teaching investment literacy, managing portfolios, or facilitating generational wealth transfer, my goal is to foster financial literacy and confidence among those I serve.