Since starting to work with my father in 2018 I have been dedicated to using modern technology, as well as the many resources Summit Financial, LLC has to offer, to maximize the value that I provide to our clients. My dad’s experience, partnership, and mentorship have shaped who I am as an advisor, as well as who I am outside of the office. I strive to put together thoughtfully crafted portfolios, provide world-class advice, and support all of our clients (as well as those closest to our clients) through their entire financial journey. I am passionate about connecting with my clients and creating individualized solutions for their unique lives, values, and goals.