Planned Giving Advisor

I have eight years of experience in financial services. Having come from a banking background where I learned a great deal about the industry, I discovered my true passion was connecting with and helping people in their lifelong journeys.

The most rewarding part of my job is working closely with our clients and seeing them grow—both on a financial and personal level. My experience with large banks, where management constantly push product, taught me that many financial institutions value the needs of the corporation over those of the client. It has thus been truly refreshing to join our independent team at Prometheus, where we can now focus our energies exclusively on building a solid foundation for each and every client's future.

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