Welcome

Your financial affairs can sometimes feel all consuming.

I work with an accomplished clientele, helping them chart a more direct course to their goals and aspirations. The people who engage my advice tend to have busy lives and careers. Many are deeply involved with their professions, children, parents, and communities.

I help people gain greater control and clarity over their finances, putting a unified plan in place to pursue their priorities and resolve outstanding issues. Many of the people I advise are financially sophisticated, but they lack the time necessary to devote to their wealth. Other clients may not have the knowledge, interest or confidence to tackle the intricacies of their financial affairs. They look to me for the insight I can provide.

I invite you to learn about the ways I can help you gain greater ease in managing your wealth and pursuing your vision of a life well-lived.

Insight from practical experience

I look to provide clients with a differentiated level of strategy and responsiveness. Here are a few of the ways I work to create the best possible experience for my clients:

• Tax-sensitive strategies. You have worked hard for your wealth. I look to honor that effort by uncovering a tax-sensitive approach to investing, wealth transfer, and charitable giving. I am skilled in thinking through transaction structures from both a tax-efficient and timing standpoint.
• Pre-liquidity-event planning. If you are a business owner, I can help you optimize your business for a possible sale. I draw on the intellectual might and renowned capabilities of J.P. Morgan, assembling the "right resources in a room" to help you evaluate your options.
• Integrated efficiencies. I help you align multiple aspects of your finances: planning, investing, wealth transfer, lending, banking, risk management and stewardship. I pay attention to your priorities, and I listen to the details, crafting a framework that seeks to advance a more cohesive whole.
• Composure. Finances can be a fraught topic. I look to provide you with a balanced perspective on your wealth, avoiding emotional extremes. Levelheaded, I am skilled in helping you think long-term, tuning out the day-today noise that can undermine sound decision-making.
• Legacy and lifestyle preservation. Passing along your wealth and preserving your lifestyle are two important anchors in the trajectory of your financial life. By engaging in thorough planning, I can help you gain the confidence to accommodate both of these goals.
• Active problem-solving. I love coming to a resolution on client problems. Working with my team, I find great fulfillment in tying up loose ends, pinning down nagging issues, and freeing clients from day-to-day administrative cares. The many moving parts of client wealth lend a dynamic character to my day, allowing me to appreciate the breadth of their accomplishments.