Developing a path towards the financial future you envision.
As someone who has stood out in the traditional world of finance, I understand that diversity matters and can influence the decision-making process. My differences have inspired me to build a wealth management practice focused on helping people live as their authentic selves without fear.
Taking an educational approach
I find the best way to ensure we are on the same page is to build an inclusive environment where we can have open and transparent conversations. My objective is to ensure you feel comfortable asking for clarity and sharing your financial questions and concerns.
I am highly empathetic and listen carefully to your goals, your values, and the things you wish to accomplish. By simplifying complex concepts into actionable steps, I strive to make the process understandable regardless of your degree of financial sophistication.
Creating a holistic view
I look across the entirety of your balance sheet—investment portfolios, trusts, tax strategies, business ownership—to understand how you are currently positioned and to identify ways to make the best use of your assets. I see my role as akin to a virtual family office and design comprehensive plans that consider all elements of your financial picture.
Offering a wealth of possibilities
My substantial experience with credit, investments and insurance informs my core understanding of market behavior, making me a powerful sounding board for the open exchange of esoteric opportunities. I enjoy connecting with like-minded individuals to share best practices and innovative ideas.
Empowering each individual
I am an unwavering advocate and am diligent in addressing the challenges and opportunities of significant wealth. I strive to empower all of my clients to live their best lives as leaders, creators and philanthropists.
Bespoke strategies built around your needs.
Rigor and due diligence
My analytical background has taught me the value of seeing things from many angles, and I leverage critical thinking skills to develop a thesis and present customized recommendations. Strategies and asset allocations are tailored to accommodate risk parameters and help meet short-, medium- and long-term goals. I make strategic use of lending as part of a broader and well-considered approach.
I am proud to serve as your single point of contact to one of the most complete product platforms in the industry—J.P. Morgan's broad suite of services which I leverage for the benefit of each individual.
- Trust & estate planning
- Philanthropic giving
Just as economic and market conditions evolve, your goals and strategies may transform as well and merit ongoing review and evaluation. By delivering continuous support, I help you remain nimble and address changing circumstances as they happen in real-time.
Backed by an industry leader
My clients benefit from boutique-level attention coupled with the research capabilities and investment platform of J.P. Morgan, a global leader in asset and wealth management. By leveraging these powerful synergies, I work diligently to help you grow, diversify and transfer your wealth.
LGBTQ+ individuals face some unique challenges
Workplace LGBTQ+ individuals continue to face discrimination in the workplace1
Cost of living LGBTQ+ individuals tend to live in places with a higher cost of living1
Estate Planning LGBTQ+ investors are less likely to use wills and estate planning techniques2
Long-term care LGBTQ+ individuals report more stress related to aging and long-term care3
1 Forbes, "5 Ways LGBTQ+ Financial Planning Is Different," June 2019.
2 The Motley Fool, LGBTQ Money Study, 2022 (https://www.fool.com/research/lgbtq-money-study/)
3 Forbes, "Study Shows LGBT Community Overcoming Challenges To Build Wealth Faster," May 2022.