
A commitment to each client.
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I serve people like you—successful individuals and families, early-stage entrepreneurs and owners of established businesses.
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I assist you in developing strategies within various investment vehicles that can help bridge the gap between investments, trust and estates and tax planning. I also help you establish and manage 401(k) plans for your business and offer access to business banking and other personalized services.
My services include helping you manage and diversify concentrated stock positions, taking advantage of various hedging strategies to conserve and protect your wealth.
I begin each engagement with an in-depth conversation to learn about you and your environment, values and beliefs, which includes an understanding of your previous investment experiences and how you feel about risk. I pair my experience with designing a plan tailored to your goals and needs. I serve as a liaison to your team of advisors, including your accountant and estate planning attorney, to help ensure a uniform approach in our decision-making process.
I deliver access to J.P. Morgan's extensive suite of products and services, which I customize to address your situation:
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ㅤ• Banking and lending
ㅤ• Alternative assets
ㅤ• Planning
ㅤ• Cash-flow modeling
ㅤ• Asset allocation Investment management
ㅤ• Trust and estates
ㅤ• Donor-advised funds
ㅤ• Philanthropy
ㅤ• Tax mitigation
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Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Learn More

Why cash flow forecasting and succession planning matter
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Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
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Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
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Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
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U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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