A truly bespoke approach to personal wealth management

I partner alongside ultra-high-net-worth individuals and families whose complex financial situations can benefit from my holistic approach to making informed decisions on how best to manage wealth.
Recognizing that at this stage in your financial life, you may be concerned with protecting all that you have accomplished, I serve as your advocate in pursuing the aspirations you wish to accomplish and outlining recommendations that align with these important goals. To do so properly, I draw from the breadth of J.P. Morgan's suite of comprehensive wealth management services to advise on your investment portfolios, tax mitigation strategies, wealth transfer planning and other multigenerational aspects of wealth that you and your family face. In addition, I impart guidance on business divestiture and liquidity events, real estate holdings and lines of credit. I explain my approach in a way that helps you understand your assets as well as the different estate planning structures and options available to you. My goal is to ensure you are comfortable with the planning choices you make.