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

Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now