I work with high-level executives, thriving attorneys, and business owners…
… who’ve spent years building something meaningful—and now want to make sure they’re protecting it, growing it, and setting themselves up for a successful transition when the time is right. For a lot of the people I work with, the career or business is more than just a source of income—it’s part of their identity. But between running the day-to-day and planning for what’s next, it’s easy for long-term strategy to get pushed to the back burner. That’s where I come in.
I help C-suite execs and business owners take a step back and look at the bigger picture. We work together to grow their wealth inside and outside the business, reduce taxes, and create a clear plan for how and when they’ll transition out—whether that’s handing it off to family, selling, or just stepping back to enjoy more freedom. My goal is to give them confidence that all the years of hard work will pay off, not just today, but for the rest of their lives.
I create value for you by…
… connecting clients with trusted experts is one of the most valuable parts of what I do. As a Financial Advisor who takes a 360° view of each client’s financial life, I regularly introduce them to top-tier mortgage lenders, realtors, CPAs, estate planning attorneys, property and casualty specialists, business brokers, and more — ensuring they have the right team in place at every stage.
The foundation of my success …
… has always been simple: real relationships over transactions. I don’t just manage investments — me and my team design your future. It starts with listening deeply to your goals and concerns, then stepping back to map the full landscape. From there, we craft bold, uncommon strategies built for your unique journey — and we stay by your side, adapting as life unfolds.
Are you trying to “do it all”?
If you’re an attorney, executive, or business owner, chances are you’re juggling growth, clients, staff, and strategy — all while trying to make smart financial decisions. But “doing it all” often leads to missed opportunities, unmanaged risk, and sleepless nights. That’s where I come in. I help high-performing professionals like you step back, organize the financial chaos, and create a clear, confident path to your future. Through innovative, tax-efficient, and low-risk strategies, I help you protect what you’ve built, grow what you’ve earned, and design a future that doesn’t rely on guesswork — just good planning.