Seasoned strategies to empower your business and grow your wealth
A strategic focus I partner primarily with business owners and C-suite executives with an emphasis on supporting the government contracting sector in the Washington, D.C. area. My role is to help you address the significant risks and rewards you face, freeing you to concentrate on growing your business with the confidence that your personal and professional financial interests and priorities are being carefully handled.
A depth of experience in advising government contractors
I understand the demands on your time and the challenging financial scenarios you face as a business owner. I draw from deep experience in this space and my elite network of professionals and other business owners to offer comprehensive support across the full spectrum of your wealth management needs. My services are designed to help add value across your complex balance sheet, inclusive of your business and non-business assets:
- Strategies for financial flexibility: Ensuring you have the agility to navigate evolving circumstances
- Exit strategies: Preparing and empowering you to pursue optimal outcomes in business sales or transitions
- Personal wealth management: Managing and growing your personal assets with confidence
- Access to a broad, curated network: Connecting you with other distinguished business owners, top legal and accounting professionals, M&A advisory, capital providers, management consultants and more.
Seamless integration and a partnership approach
I collaborate closely with your existing team of advisors, leveraging the firm's world-class platform and resources to enhance your financial strategy. To foster ongoing value, I host quarterly forums with key stakeholders and industry thought leaders to discuss:
- Positioning your company for sale: Strategies designed to maximize value and attract potential buyers
- Optimizing the wealth drawn from your business: Strategies for maximizing after-tax income, both through annual income/distributions or the eventual sale
- Attracting and retaining key talent: Compensation and benefits strategies and benchmarking to meet the evolving needs of your organization
- Other timely topics
I am proud to be backed by the strength and security of J.P. Morgan's robust capabilities. My goal is to provide you with the clarity and support you need to focus on what you do best—leading and growing your business.
Meet Our Team
Specialist Resources
Insights
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
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
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
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 NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding 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 NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking 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 NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning 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