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
Specialist Resources
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now