Building a Personal Financial Legacy for Families
DEDICATED TO WHAT MATTERS MOST
I understand that wealth is rarely an end in itself—it is a means by which my clients enhance their lives and those of their families. As a trusted steward of this aspiration, I feel a deep obligation to oversee the intricacies that often accompany the accumulation of significant assets. My mission is to provide customized advisory guidance and full-service support to help you preserve and protect your wealth and secure a legacy for the next generation.
COLLABORATIVE AND HANDS-ON
My goal is to build deep, long-lasting and meaningful relationships with each of my clients. I strive to deliver the kind of personal touch that is invaluable when advising individuals and families with considerable wealth. I am passionate about delivering on this and strive to be your first call for all of your financial needs.
ACCESS POINT TO J.P. MORGAN'S CAPABILITIES
I see my role as your gateway to J.P. Morgan, bringing the firm's professional resources directly to you. Through my perch at J.P. Morgan Wealth Management, I provide a boutique environment designed to make a large firm feel small. You benefit from the fiscal strength and stability of our fortress balance sheet to help safeguard your assets in all economic conditions.
MY SOLUTION-ORIENTATION
I make use of a problem-solving framework to bring order to your financial picture. My goal is to present a straightforward and elegantly simple recommendation to accomplish your financial intentions in the most efficient manner possible. I draw from the intellectual capital, thought leadership and award-winning research of the firm to present a well-defined investment plan for pursuing your specific objectives.
- SHORT-TERM TACTICAL NEEDS
- LONG-TERM INVESTMENT APPROACHES
- TAX-AWARE STRATEGIES
- INCOME GENERATION
- WEALTH TRANSFER
- RETIREMENT PLANNING
- TRADITIONAL BANKING
- MORTGAGES
- SPECIALIZED LENDING
Investment Approach
Bespoke Strategies Built Around Your Needs
A GOALS-BASED APPROACH
I connect with you by listening, learning and understanding your current situation and where you want to be in five, 10, 15 or more years. I help prioritize your goals and the income you will need to live your best life. By utilizing the resources and intellectual capital of J.P. Morgan, I design a custom approach that will help enable you to pursue these dreams within the risk parameters where you are comfortable.
A PERSONALIZED PROCESS
These inputs lay the foundation to create short- and long-term strategies designed to grow alongside you and your family. I build asset allocations to target your individualized objectives. This process is hands-on, and I work directly with you to explore opportunities and make decisions together.
EXPERIENCED INVESTMENT MANAGEMENT
I select the most appropriate strategies to help pursue your goals, and use an array of vehicles such as stocks, bonds, mutual funds, ETFs and third-party managers, as well as individualized portfolios. Whether I use a mix of structured products or separately managed accounts, the investments selected are always chosen in line with my clients' tax and investment needs.
COLLABORATIVE RELATIONSHIP
Like you, successful individuals and families want and deserve this process to be transparent, accountable and objective. I respond to your desire for a partnership in which ideas are communicated simply and directly.
ONGOING REVIEW AND MANAGEMENT
Just as economic and market conditions evolve, your goals and needs may change as well and require consideration and analysis. Ongoing portfolio evaluation allows me to rebalance allocations and remain flexible.
Meet Our Team
Insights

For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now