Principal | Head of Partner Programs
Love this approach. Funny - but the preamble paragraph is a little limiting. This has far greater impact than deciding how to handle referrals
Navigate joint financial decisions, tax strategies and legacy planning together.
Navigate sudden wealth with guidance tailored to your generation's unique needs.
From startup equity to exit planning - guidance through every growth stage.
Integrate business and personal wealth strategies for service industry leaders.
Integrate business and personal wealth strategies for optimal tax efficiency.
Manage concentrated career earnings and plan for life after sports.
Specialized expertise where I deliver the greatest value
Navigate business transitions and maximize value at exit.
Sophisticated strategies for sustainable retirement income.
Structure charitable giving for maximum impact and tax efficiency.
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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