As a charitable planner, I manage the client’s philanthropy and family enterprise goals in partnership with the advisors and financial AUM to facilitate a deeper relationship between family, legacy, and wealth.

We collaborate as part of the team to foster a deeper understanding and appreciation of the different types of family wealth, helping clients recognize and utilize them as valuable assets.

Queen City Impact represents the legacy goals and family capital with the team of advisors to provide each client and their family with opportunities to incorporate their values, passions, and philanthropy into financial and estate plans.

We manage the day-to-day needs and life goals of the charitable plans and offer opportunities to prioritize time and talents, pursue personal passions and family dreams, ultimately discover strategies that allow philanthropists to enjoy their legacy now.