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 Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of 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.