About Me
I am a Chartered Advisor in Philanthropy and Certified Fundraising Executive, with over 15 years of experience in the non-profit sector, supporting donors through all stages of their giving journey.
I am excited about helping aspiring philanthropists of all financial backgrounds find ways to achieve their charitable goals.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CAP, CFRE
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
The advisor's role as a CAP® is to advise on philanthropic strategies. The advisor is not an attorney and does not provide legal advice. The advisor is not an accountant and does not provide tax advice. Recommendations are not a substitute for professional counsel from a qualified attorney or accountant. Clients should consult with their legal and tax professionals regarding the specific legal and tax consequences of any philanthropic decisions they make.