Offering a sustainable, high-quality income strategy.

My clients are engaged in building and managing active professional lives. They rely on the insights of my knowledgeable team to help them protect their capital and create value for the next generation.

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A clear understanding of goals and requirements
My team and I focus on high-quality, predictable income streams generated from nontraditional sources with an established track record and history. Our sophisticated methodology provides a source of differentiated opportunity not commonly available to the average investor.
Access to the scale and scope of J.P. Morgan
I am backed by the award-winning research team¹ and intellectual capital of J.P. Morgan, a global powerhouse in asset and wealth management. My clients benefit from the fiscal strength and stability of the firm's reputation and fortress balance sheet.