Welcome

Trust is something that is hard earned, particularly when it comes to your wealth.

I understand that dynamic. I work with a close-knit group of highly successful individuals and families, helping them realize their ambitions and pursue the life they envision, for themselves and the people they value.

The clients who engage my help quickly perceive my genuine interest in their well-being. I strive to do everything I can to expedite a pathway to their goals. For me, that means exhibiting three qualities: credibility, competence and caring.

I invite you to learn about the ways I can help you anticipate what is ahead in your finances, while addressing your current obligations—both personal and professional. Together, we can take steps now designed to promote a more harmonious and secure financial future for you and successive generations.

A detailed understanding of your needs

My practice is limited by design. I advise a select group of high-achieving clients, helping them organize and deploy their wealth with greater purpose.

My background in private wealth management allows me to provide integrated advice and practical problem-solving. Here are a few of the ways I look to differentiate my approach:

> Strategic tax management. Extremely focused on tax-sensitivity, I look to help clients invest in a tax-efficient manner, emphasizing the importance of asset location, as well as asset allocation. I also brainstorm ways that clients can potentially reduce their tax liabilities, working in concert with their external tax advisors.

> Comprehensive wealth planning. The clients who engage my help often have many moving parts to their wealth. Many are franchise owners. Others are business owners, executives, professional athletes or entertainers. To each of these relationships, I bring the analytical insights I have gained from advising peer clientele. I spend significant time with each person or family, designing cohesive plans that delineate their goals, clarify their financial picture and propose a steady regimen of next steps.

> Multi-Generational planning & governance. Many of the clients I advise have achieved significant wealth. They worry, however, about the impact of that wealth on their families—how it might influence their dynamics, reduce ambition or lead to disharmony. Working in concert with specialists within J.P. Morgan's Family Engagement and Governance, I support clients in preparing their families for wealth, taking proactive steps to enhance communication, invite collaboration and define a unified vision for each family's stewardship of its tangible—and intangible—assets.

> Beyond your Balance Sheet. My clients look to me as a steady presence in their lives—someone who appreciates their triumphs and consoles them during life's difficult moments. Clients can see the care I take first-hand, serving as their voice within the Bank. Many of my client relationships often evolve beyond investing and their personal balance sheet. I take my work seriously, providing people with the guidance and perspective I would want for my own family and legacy.

I welcome the chance to speak with you. Please reach out to me by phone or email to take the next step.