Doing well by doing good


Value statement

I provide high quality, customized, wealth management services to individuals and their families, non-profit organizations and qualified plans. I also offer independent consulting services to foundations, endowments and trusts. I am dedicated to providing each client with the highest level of service possible.


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, foundations/endowments and their assets.