A commitment to each client.

I serve people like you—successful individuals and families, early-stage entrepreneurs and owners of established businesses.

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:

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



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.

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Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now