Leads advisor coaching and strategy for an independent wealth management business. Designs scalable onboarding, training, professional development, and practice management programs; coaches advisors individually and in groups; develops playbooks and learning resources; supports platform adoption and client engagement; and establishes KPIs to measure advisor growth and program effectiveness. Manages a coaching team and presents strategic insights and recommendations to senior executives.

Manage and mentor tax professionals while overseeing client relationships, tax compliance reviews, projections, charitable giving calculations, and complex tax consulting projects. Develop strategic tax solutions for high-net-worth individuals, partnerships, trusts, and closely held businesses. Lead research on complex tax issues, present planning recommendations, identify additional wealth management services, and support staff training and professional development.