As an Executive Director at J.P. Morgan Private Bank, I serve as a Family Governance Advisor to some of the firm’s most significant clients. Having spent nearly 15 years in private practice as a family attorney, I offer education and strategic guidance to individuals and families as they navigate how to best manage and preserve family wealth. I am skilled at advising people who are anticipating or experiencing a major life transition such as marriage, divorce or death. I partner alongside clients to consider the potential financial impact of the event and to address the oftentimes difficult, but necessary, conversations related to finances and family wealth. I demonstrate discretion, listen without judgment and offer custom-tailored recommendations to each client in a sensitive and straightforward manner that facilitates informed decision making.JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Annuities and other insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.