Building bespoke strategies to support you throughout your financial journey.
I serve ambitious and driven wealth creators who are paving a path toward their aspirations and goals. I take a planning approach to identify each client's exact needs and adapt my style to the individual so I may be in alignment with their values and interests. I leverage the vast resources of J.P. Morgan to impart high-touch service and exclusivity to fit their goals.
My extensive background is steeped in portfolio analytics, and I bring a quantitative mindset to my role. My strength can be found in my fresh approach to designing long-term wealth plans that match growth, preservation, wealth transfer and philanthropic objectives. I am committed to walking alongside clients throughout their financial journey, and they can count on me to assist in executing and evolving these strategies over time.
I have built a vast network and enjoy connecting with like-minded people to share innovative ideas and best practices.