one goal - do great work for great people

How I serve you

I find that there are two realities in the world of wealth management planning that can alter a client’s world. The first is that concentrated wealth makes people wealthy, but diversified wealth keeps them wealthy. And the second is that typically wealth is generated by the first generation and is lost by the next two. My job is to help you create and keep your wealth.

My areas of focus include:

• Contemporary strategies for clients in sports, music, and entertainment
• Modern-day insights for endowments & foundations.
• Concentrated stock planning
• Protecting a windfall for long term success
• Multi-generational estate planning
• Socially responsible investing including environmental, social and governance (ESG)

Every client goes through the process of constructing a customized financial plan based on their unique goals and objectives. Each plan is dynamic in nature and built to be flexible with life's changes. Your world moves fast - so should your financial plan.