Hollywood professionals. From my time in Hollywood, I genuinely understand your world—the lifestyle, the demands, the necessity to deliver a top performance every day—and serve as your personal advocate to take the pressure off wealth planning so you can focus on what you do best. My differentiated experience sets me apart from other financial advisors and enables me to help enhance your wealth and protect what you have worked so hard to build. I have found that successful wealth management begins with an education about the benefits of strategic planning and the importance of preparing for a life beyond Hollywood. To do so, I develop consistent strategies that help prepare for inconsistent income. My wealth management process targets long-term objectives and helps safeguard your financial future. This comprehensive approach is designed to consider every element of your financial situation. By functioning as your dedicated resource within J.P. Morgan, one of the largest and most respected firms in the world, I deliver tailored wealth plans that serve as a personal roadmap. It's like hiring a personal concierge to direct the full capabilities of the firm toward your individualized needs.
- Traditional and alternative investments
- Cash-flow management
- Tax-advantaged strategies
- Retirement planning
- Lending
- Lines of credit
I am proud of my reputation for serving the best interests of entertainers, within a firm known for executional excellence.
Meet Our Team
Insights
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read Now
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read Now
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read Now
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now