Leads client relationships and business development for high-net-worth and ultra-high-net-worth families. Serves as a trusted advisor, expands existing relationships, develops referral networks, leads prospect presentations, coordinates internal investment and family services, supports regional team development, and handles senior-level client escalations.

Leads Matter’s West region, advising high-net-worth families, driving business development, coordinating investment and client service teams, mentoring regional staff, and advising leadership on strategy and growth. Serves as a senior relationship leader and escalation point while expanding professional networks and delivering exceptional multigenerational client experiences.