Welcome
Your wealth is an integral part of your present, past and future. My team and I can help you organize and deploy your wealth, giving flight to your ambitions and dreams.
I advise a select group of entrepreneurs, business owners and medical professionals, helping them capitalize on opportunities and access the breadth of resources at J.P. Morgan. With more than two decades of wealth management and banking experience, I offer guidance and insight tailored to an accomplished clientele.
A single source for leadership and coordination
Clients look to me as a reliable resource and knowledgeable guide. I build long-term relationships, working alongside my clients as they grow. Together, we navigate decision points, weigh alternatives and unify the many moving parts of their wealth.
I care deeply about my clients, a principle I convey through the integrity of my actions. I'm skilled in bringing together the "right resources in a room," addressing the distinctive needs of each client:
• Pre-liquidity-event planning
• Wealth strategy
• Securities-based lending
• Trust and estate planning services
• Tax-sensitive investing
• Family wealth dynamics
A process that begins with you
My team and I embrace a comprehensive approach to understanding your wealth. By gaining deep insight into your circumstances, aspirations and risk preferences, we craft bespoke strategies designed to support your financial objectives.
Step 1: Introductory meeting
Our relationship commences with a thoughtful conversation designed to understand you, your lifestyle and your aspirations for the future.
Step 2: Discovery meeting
In this collaborative session, we delve into your financial landscape, clarifying your objectives and risk preferences to lay the foundation for a strategy tailored to your vision.
Step 3: Wealth plan
We present a comprehensive wealth plan, integrating elements such as contributions, liquidity events, wealthtransfer objectives and insurance coverage. This holistic analysis informs a robust asset allocation designed to support your long-term success.
Step 4: Implementation
We create and execute bespoke strategies that reflect your needs, offering a tax-sensitive approach that seeks to integrate your goals across planning, wealth transfer, investing and charitable giving.
Step 5: Ongoing communication
We maintain proactive communication to help us address your evolving needs and concerns. Our relationships are designed to be long-term, providing you with comfort and consistency in the years ahead.
Meet My Team
Specialist Resources
Insights
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now