I work with high-net-worth and ultra-high-net-worth individuals and families – primarily business owners/former business owners, physicians, attorneys, and C-Suite executives. Leveraging more than 15 years in the industry, helping clients develop and execute personalized wealth plans, and crafting customized solutions to guide them toward their individual financial objectives.

Clients can expect to receive the utmost dedication, integrity, and personal service. Walking with them through multi-generational family legacies, developing family mission statements, and working to accomplish what is truly important from a financial and legacy perspective. My goal is to serve my clients as if they were family, always looking toward their best interests, especially in the realm of unforeseen risk. I strive to become my clients’ strategic partner in achieving their unique financial goals and dreams, serving as their “Personal CFO.”