"I am honored to serve on the AiP Board of Directors to reimagine what is possible to be the number one association for advisors in philanthropic planning. I look forward to helping grow the AiP network and serving with other passionate advisors who seek to make a difference in the world, both individually and by supporting their clients to fulfill their philanthropic goals. As a member of AiP, I’ve appreciated the ability to amplify our collective work when this community comes together to share best practices for working with our clients to deepen their philanthropic impact.  I bring my experience from both sides of the table as a nonprofit professional and now on the wealth management/family office side working with individuals, families and foundations to help build bridges in the AiP network. I am a Chartered Advisor in Philanthropy ( CAP®) and 21/64 Certified Advisor."