Bespoke strategies built around your needs.
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"I offer modern advisory and integrity-based leadership to create strategies among complex market dynamics."
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I serve the financial needs of affluent individuals, multi-generational families, successful executives and members of the corporate community who have worked hard to accumulate wealth and are looking for a source of seasoned guidance to help optimize the value of their assets. From entrepreneurs, corporate executives and successful professionals to hedge funds, private equity and corporate entities, I advise each client on strategies that meet their needs.
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A client-driven process
I listen carefully to explore your individualized needs and goals so I may understand your personalized attitudes toward risk, time horizons, retirement plans and philanthropic ideas. These inputs lay the foundation to create short- and long-term strategies designed to grow alongside you and your family. My process is hands-on, and I work directly with you to explore opportunities and make decisions together.
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My comprehensive style is relevant at any stage of your financial life.
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• Entrepreneurs – There are many new factors to consider in this season of your professional life. My focus is on helping you navigate cash flow management, borrowing options, mortgages and other sophisticated goals so you can focus on building your enterprise.
• Energy and C-suite executives – I know your world and draw from my experience in the energy industry to help put extra liquidity to work. I am also skilled in addressing concentrated positions through the diversification of investment portfolios.
• Successful professionals – I act as a one-stop shop to bring the full suite of J.P. Morgan's capabilities directly to your doorstep. I know you're busy, and I view my role as someone who can integrate your financial scenario into one comprehensive path forward.
• Individuals contemplating retirement – This is a time to enjoy what you have accomplished and begin to consider your legacy. I can connect you with trust and estate professionals—J.P. Morgan's specialist resources—to help plan for generational wealth transfer to your family and charitable organizations.
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Regardless of where you are along the wealth continuum, I offer tax-advantaged strategies to help you grow and preserve your assets. I am backed by the fortress balance sheet and award-winning research1 of J.P. Morgan to inform my recommendations.
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1Source: Institutional Investor, 2021.
Meet Our Team
Insights
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now