I am a fiduciary advisor with over two decades of experience in the financial services industry, combining strong analytical expertise with a commitment to helping individuals and families make confident financial decisions. Throughout my career, I have worked across banking, investment advisory, and financial planning, developing a deep understanding of how strategic financial structures can support long-term stability and wealth creation.

As Regional Vice President and Investment Advisor Representative, I focus on empowering individuals, families, and business owners to better understand how money works and how to use it strategically. My approach centers on education, transparency, and disciplined planning, helping clients build wealth, protect their income, and create a secure financial future through well-structured financial strategies. Key Highlights:

✦ Integrated Wealth Strategies: Utilizing solutions such as life insurance, managed accounts, mutual funds, and strategic financial planning to support long-term goals.

✦ Banking & Financial Services Expertise: Professional experience across institutions including SunTrust Bank, Fifth Third Bank, and John Hancock, bringing a strong analytical and advisory foundation.

✦ Leadership & Advisor Development: Mentoring and training professionals who seek to build meaningful careers in the financial services industry.

Throughout my career, I have focused on building strong, lasting relationships with clients by helping them understand their financial options and empowering them to take control of their financial future. My goal is not only to provide financial strategies, but to equip clients with the knowledge and confidence needed to navigate life’s financial decisions.

As part of Alyena Legacy, we are dedicated to going beyond traditional financial advising. Our mission is to provide clarity, protection, and long-term financial security for the families we serve. I am proud to contribute to a platform that empowers clients to build wealth with confidence and focus on what truly matters most in their lives.