Building a personal financial legacy for families.
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My team and I address all aspects of wealth's opportunities so that you can focus on your own extraordinary lives.
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Welcome
For successful individuals, the accumulation of assets is often a result of relentless hard work and focus. It is also a means to provide great things for your family and future generations. We believe that personal wealth management requires the same level of dedication as your career to expand the possibilities your capital represents.
Concierge-style service
My team and I offer you the highest level of personal attention and responsiveness to help you stay the course in both good and challenging times. Our white-glove service keeps your best interests at the forefront of every interaction. By working with a limited number of affluent individuals, families, professionals and foundations, we forge a trusted and value-added relationship.
A gateway to a breadth of wealth management capabilities
We know clients are busy people, and we serve as your liaison to navigate across the expanse of the firm and deliver the professional resources of J.P. Morgan. As your single point of contact, my team draws from a full suite of capabilities to address your specialized needs for trust and estate planning, personal banking, mortgage and lending needs, philanthropic giving, and retirement planning.
Conservative principal investing
Our steadfast commitment to enhance and protect your principal is at the core of every strategy created. The process we use is relatively conservative, with a particular focus on high-quality equities, bonds and funds. My team and I select among carefully screened money managers where we believe they lend a value-added benefit. We may also use alternative investments such as private equity or hedge funds for tactical flexibility but seek well-managed instruments with an established track record and history.
The reputation of an industry leader
My team and I are proud to be backed by the award-winning research team1 and intellectual capital of J.P. Morgan, a global powerhouse in asset and wealth management. You benefit from the fiscal strength and stability of the firm's fortress balance sheet.
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30+ years
of steadfast commitment to enhance and protect your principal
Meet Our Team
Insights
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now