I specialize in providing comprehensive and holistic wealth management services to family offices and high-net-worth individuals and families. As my clients’ personal CFO, I provide independent, objective financial guidance to help them build, protect, and preserve their wealth and legacy. My focus areas include portfolio construction and investment management, financial independence and liquidity event planning, philanthropic planning, wealth transfer, and family education.
Experience
Traveling is one of my passions, and I’m always looking to plan my next adventure! During a trip in Africa, I was lucky enough to spend a few days observing the mountain gorillas in Volcanoes National Park in Rwanda.