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Lead complex, multi-disciplinary wealth planning engagements for high- and ultra-high-net-worth clients. Design and implement advanced estate, tax, philanthropic, liquidity, and succession strategies; produce tailored financial plans using eMoney and MoneyGuidePro; serve as client-facing subject matter expert; collaborate with advisors and specialists; mentor junior planners; and contribute to firm-wide planning tools and best practices.

Lead complex, multidisciplinary wealth planning for high- and ultra-high-net-worth clients. Design and implement advanced estate, tax, succession, liquidity, and philanthropic strategies. Produce client-ready plans using eMoney and MoneyGuidePro, join meetings as subject-matter expert, mentor junior planners, and collaborate with advisors and internal teams to deliver cohesive, high-touch solutions.