My story and services

As a professional athlete, musician, actor, or business owner––you assume a great deal of responsibility. Each and every day, you have to perform in the moment and prepare for the next. But what happens when you approach retirement? Or when your big contract ends and you don’t receive another? Because the careers of high-profile individuals are inherently condensed and fickle––changing course because of one injury on the field, or piece of bad press off of it––it’s crucial to have a long-term financial plan in place now to protect yourself and family for the future.

My comprehensive approach to wealth advising covers more than just your portfolio; I’m here to protect and grow what you’ve spent a lifetime working towards. Whether for NFL Pro-Bowlers, Grammy winners, entertainers, entrepreneurs, or high-level business executives, I provide personalized strategies for long-term investments with tax considerations, sound fiscal counsel for managing cash flow, and an unsurpassed level of commitment to your career and retirement goals.

With over 20 years of experience as a wealth management advisor for celebrity and high net-worth clients, I oversee all aspects of your finances so you can keep your focus on achieving excellence.

Services include:

  • Alternative investments
  • Asset management
  • Business planning
  • Business succession planning
  • Estate planning services
  • Fixed income
  • Lending products life insurance
  • Planning for education funding
  • Retirement planning
  • Wealth management

Let's start the conversation

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