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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July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowProtect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowPaying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now