I’ve spent the last two decades at the intersection of wealth management and philanthropy, working to build a field that takes advising seriously. Before founding Daylight, I established the Center for Philanthropy and Social Impact at The American College of Financial Services and served as the Blunt-Nickel Professor in Philanthropy for the Chartered Advisor in Philanthropy® program.

Today, I lead Daylight as a global learning partner for wealth and philanthropic advisors — equipping them with the confidence, competence, and cultural dexterity to grow their practices and deepen client relationships. I also serve as lead faculty at the Wealth Management Institute in Singapore, and I was inducted into the 2023 National Association of Charitable Gift Planners Hall of Fame.