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
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
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Weathering retirement and estate planning headwinds facing LGBTQ+ people
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100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now