I work with high net worth individuals and their families to provide professional fiduciary guidance that eases the family’s burden of administering their wealth. As a trust officer, I get the incredible opportunity to work with various generations, from parents on through grandchildren and great-grandchildren. My expertise includes trust administration, estate planning, and tax and investment planning services.
I love working with people. I view a trust document as a story that someone is telling their family members, and I consider it an honor that I get to carry out the wishes in the story. Every day, I’m excited to represent the firm and to continue the growth of this boutique trust company.
I have a B.S. in business from Indiana University and a JD and LLM in tax law from the University of Missouri in Kansas City. I’m a Certified Trust and Financial Advisor and a member of the Chicago Estate Planning Council.
My wife and I live in Chicago's West Loop neighborhood with our dog Eleanor. We both love to travel, and our goal is to travel abroad at least once per year. I’m also a huge sports fan, namely of my hometown Cincinnati Bengals.