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
Is the momentum trade over?
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May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
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May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowIs the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now