Experience
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Park Avenue Capital (4 yrs 4 mos)
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Associate Advisor
Jun 2026 - Present · 1 mo
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Director of Financial Planning
Mar 2022 - Jun 2026 · 4 yrs 4 mos
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Orion Advisor Solutions (4 yrs 6 mos)
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Director, SME Teams
Apr 2021 - Mar 2022 · 1 yr
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Manager, Financial Planning SME Team
Oct 2017 - Apr 2021 · 3 yrs 7 mos
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Customer Success & Support Manager (Acquired by Orion Advisor Solutions) at Advizr
Oct 2017 - Aug 2019 · 1 yr 11 mos
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Private Client Services Tax at RSM US LLP
Jan 2016 - Oct 2017 · 1 yr 10 mos
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Financial Services Tax at BDO USA, LLP
Jan 2015 - Jan 2016 · 1 yr 1 mo