Helping business owners and their families build a personal financial legacy.
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I advise business owners of small- and mid-sized companies to help manage the opportunities and challenges of wealth so they can pursue their important goals. As a former military officer, I have a particular interest in working with veterans who have transitioned into civilian life or corporations that support the armed services. My deliberate pivot to wealth management is fueled by my desire to help clients navigate the complexities of financial decisions and is underpinned by my understanding of their world.
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Comprehensive platform
J.P. Morgan is among the most trusted and respected financial institutions of its kind. I coordinate the power of the firm's resources and the intellectual capital of the organization. By leveraging one of the most robust product platforms in the industry, I present a breadth of strategies for a wide array of financial needs.
- Portfolio management
- Diversification approaches
- Alternative investments
Fortress balance sheet
I work with business owners across all stages of their professional lives, helping to oversee sophisticated scenarios. I deliver direct access to the strength of J.P. Morgan's fortress balance sheet so you may keep your goals on schedule.
- Lines of credit
- Cash flow management
- Pre- and post-liquidity strategies
Concierge service
I help ensure that your financial objectives are integrated into a personalized, cohesive plan by partnering alongside your CPA, lawyer and other consultants.
- Trust and estate planning
- Tax considerations
- Generational transfer
- Financial education
Meet Our Team
Specialist Resources
Navigating life's opportunities and challenges requires more than just setting your wealth plan on autopilot. Without checking in periodically, you may not be headed in the right direction.
I believe that leaving your wealth plan unchecked often leads to costly course deviations. Market downturns, longevity risks and inflation can erode your financial security. One way to stay above the horizon is to work with a proactive co-pilot who actively monitors your progress and communicates effectively.
I deliver a hands-on approach to wealth planning, helping you stay on course toward your desired destination. Here are three critical steps for helping make that happen:
- Pre-Flight Assessment: A comprehensive review of your financial health, explicitly tailored to your wealth scenario.
- Real-Time Adjustments: Strategic, data-driven changes to keep you on track.
- Precise Destination Planning: Whether it's leaving a legacy or ensuring a smooth retirement, I'll help you chart an appropriate course toward these critical goals.
I provide personalized attention, act in your best interest, and have a strategic mindset honed from my experience as a former Army Intelligence officer. As a fellow aviation enthusiast, I welcome the opportunity to partner with you to help you achieve what you envision.
Insights
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
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December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowNew Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowAI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCommunicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowFundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now