A relationship-driven focus on wealth management.
I truly understand that when you share your financial aspirations, you welcome me to a personal part of your life. I feel honored by that privilege and am passionate about providing clients with the highest level of attentive care—an exclusive, holistic approach to wealth management backed by the strength of J.P. Morgan, a global financial leader.
Bespoke strategies built around your needs
My advice extends far beyond investments, and I serve as a partner to help advise in making strategic financial decisions. For business owners contemplating a liquidity event, I draw from my experience and perspective to guide you in thinking through transaction structures from both a tax-efficient and timing standpoint.
As your dedicated point person, I help you access the full complement of J.P. Morgan's resources, which include:
- Lending
- Banking
- Investment Portfolios
- Trusts and estate planning
- Tax planning
Intellectual strength of an industry powerhouse
You benefit from J.P. Morgan's reputation as a brand leader and its institutional-caliber insights. As a virtual extension of my team, specialists provide specific capabilities and expertise to address unique financial needs, no matter how complex.1
Meet Our Team
Insights
J.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read Now
Understanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowJ.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read NowUnderstanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now