Bio
Strong finance professional with a J.D., focused on assisting families of all demographics in the area of wealth transfer and planning for a legacy written by them.
As a Director of Fiduciary Advisory Services, I collaborate with a team of trusted advisors in the administration of personal trusts, guardianships, and decedent's estates as well as with colleagues in the Private Bank to ensure our clients’ individual goals are developed and achieved by working through and toward a unique solution meeting each client's needs. Prior to joining BMO, I worked in the corporate fiduciary space and practiced law in the area of Estate Planning, Special Needs Planning and Estate Administration, holding my license in the states of Illinois and Florida.
