My strength is getting to know you, discovering your ‘why.’

As a Philanthropic Strategist, I am synthesizer on behalf of the client’s charitable vision to other professional advisors and serve as the client’s ambassador in the community.

Working with a team of trusted advisors, QCI provides solutions and tools to align the philanthropic vision, tax opportunities, legacy goals, family dreams, and financial needs of each client into a cohesive wealth strategy that is guided by values and mission.

My goal is to develop a synergy between your estate planning strategy and philanthropic goals that can be used to create or define a legacy for your family and community.