My business is you: your goals, your needs, and your values. With 35 years of professional expertise across multiple industries and roles combined with 57 years of life experience, I provide thoughtful judgment and tailored advice designed to meet your unique situation.

As wealth grows, so does complexity.

That's why I work with a select group of high wealth individuals and families including business owners and entrepreneurs experiencing liquidity events or company sales, public company executives with complicated compensation packages and multi-generational families seeking diversification from concentrated stock positions.

If you're looking for a trusted partner to help you navigate the opportunites and challenges ahead, I'd welcome the conversation.