Bespoke, goals-based investment plans for executives, business owners, professionals rising in their careers and families.
ㅤ
I work with people like you: career professionals at the executive level and successful business owners, bringing a focus on addressing your personal wealth planning requirements. I am also skilled in working with stock plans, privately held businesses, non-profit endowments and 401(k)s, helping them invest for perpetuity to meet their long-term investment mandates.
My direct experience in development for non-profit organizations, endowments and donors, coupled with retirement planning operations for a private sector business, sets me apart in the wealth management industry. I understand both the importance and the nuances of managing a pool of capital to deliver continuity for your personal and employee retirement plans. My sole objective is to help you derive fulfillment as you pursue your path to financial success.
You can count on me to truly listen to you and your aspirations. As your trusted advisor, I am proactive in identifying your risk profile and creating a plan to address the entirety of your financial situation. I keep you informed and act as a conduit to the breadth of J.P. Morgan's institutional caliber advice, thought leadership and market perspectives.
Together, we will develop a working partnership to give you peace of mind and help you pursue your goals.
Among the services I offer are:
- Goals-based wealth planning
- Investment management
- Multi-generation trust & estate strategies
- Business succession approaches
- Philanthropic giving
Meet Our Team
Specialist Resources
Insights
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
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
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
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.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
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
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 Now3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowIntroducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.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 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 NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.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 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 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 Now