My Approach
I am a member of the Trusts & Estates team at Winthrop & Weinstine. My background encompasses trust administration and wealth management work, both within a family office and various corporate trustee settings. In my current role, I assist with drafting estate planning documents for clients.
I thoroughly enjoy the opportunity to learn and understand each family that we serve so that the items that they value most can be intently woven into their estate planning documents. Each family holds its own story and the legacies transferred to each generation, whether financial property or historical knowledge, holds unique and intrinsic value to that family unit. Effective estate planning allows an avenue to honor these values.
Outside of work, I enjoy spending time with my family at our lake home, traveling, and experimenting with the latest recipe!