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Experience

I specialize in serving ultra-high-net-worth and family office clients – many of whom own, or have owned, a multi-generational family business. Using a holistic approach to wealth management, I collaborate with clients and a broad team of specialists to connect the dots between a client’s operating business, financial plan, investment portfolio, wealth transfer goals, income and estate tax exposure, risk management needs, and philanthropic goals in order to optimize their personal balance sheet on an after-tax, after-fee basis.

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I compete in regional and national amateur golf tournaments. I’ve always loved playing competitive golf, as well as the pursuit of continuous improvement. I have competed in national championships conducted by the USGA, the WGA, and the NCAA.  

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