Wealth Advisor and Shareholder
We believe that managing significant wealth should feel like a relief, not a second career. Our practice serves as your dedicated Family CFO, providing the high-level strategy and meticulous oversight designed to help protect and grow your legacy. We act as your primary financial problem solver, working to cut through the noise of complex markets and tax codes to find actionable solutions tailored to your unique goals.
When it's time to transition from accumulation to enjoyment, we step in as your retirement sherpa. We've navigated this terrain many times before; we handle the heavy lifting and work to guide you through the challenges of market volatility and inflation, aiming to help you reach your goals with confidence and peace of mind.
Dedicated to helping clients work toward their financial goals
Personalized wealth management for married couples.
Personalized wealth management for widows.
Personalized wealth management for henry's.
Personalized wealth management for multi generational families.
Navigate executive compensation, deferred comp and complex tax situations.
Sophisticated wealth strategies for C-level executives and their families.
Personalized wealth management for founder / entrepreneur - tech.
Personalized wealth management for founder / entrepreneur - manufacturing.
Personalized wealth management for inherited wealth.
Specialized expertise where I deliver the greatest value
Specialized expertise to help you work toward your financial objectives.
Specialized expertise to help you work toward your financial objectives.
Specialized expertise to help you work toward your financial objectives.
Sophisticated strategies for sustainable retirement income.
Strategic business structure and cash flow optimization.
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
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Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
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War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Principal | Head of Research & Trading
Director of Private Market Investments
Senior Client Service Associate
Manager of Wealth Planning