Founder, CEO & President

Director and Senior Wealth Advisor

Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

Zoe Raises $30M in Series B Funding

Sageview backs $30m Series B for WealthTech disruptor Zoe

Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management

Intern, Practice Management

Mariner is a financial services firm focused on positively impacting clients' lives through comprehensive advisory services. The Practice Management Intern will assist in developing training content, conducting research, and supporting advisor enablement efforts, providing a hands-on learning experience in financial planning.

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