I provide holistic wealth management services to high-net-worth and ultra-high-net-worth families. I help clients optimize planning on the entirety of their balance sheet, incorporating estate planning, tax planning, retirement projects and monitoring their investment portfolio.
I was drawn to this career because of the opportunities to build connections with individuals and families and help benefit both their present goals and future generations. Clients appreciate my timely responses and willingness to put any amount of time and effort necessary to help them accomplish their goals. As their personal CFO, I provide independent and objective advice to maximize their balance sheet on an after-tax, after-fee basis.
One of the many reasons I enjoy working for the firm is the service we provide through collaboration with different service lines in-house. In any given week, I’ll work with tax, wealth transfer, insurance, valuation, and corporate finance teams to provide clients with our most qualified resources to meet their needs.
I’ve worked for the firm since graduating with a B.S.B.A. in finance and banking from the University of Missouri in 2018.
When I’m not at the office, you can find me at Soldier Field cheering on the Chicago Bears with season tickets my family has had since before I was born.