As Chief Operating Officer, I am responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, fiduciary and banking capabilities for Key’s private and institutional clients.

Our client experience is built on three pillars: comprehensive personalized service; an holistic advisory model that reflects the expertise of a broad team of financial experts; and a human touch.

I take great pride in hard work and crafting items of value that are designed to endure, both in my professional and personal life. Thirty years ago, I discovered a passion for woodworking and I’ve honed my skills ever since. Like sound wealth management, woodworking is a skill that requires practice, precision and patience. Well designed and executed wealth management strategies will deliver benefits to families that can be enjoyed for many generations … as enduring as a fine piece of hand- crafted furniture.

Specialties: family office services | investments | private wealth management | strategic financial planning | client services