Accounting and Finance

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

Senior Wealth Advisor

Mariner is a privately held national financial services firm dedicated to creating unified wealth plans for clients. The senior wealth advisor will lead a wealth management team, focusing on client relationship management and providing comprehensive wealth management advice to high-net-worth clients.

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