As a Banker with J.P. Morgan Private Bank, I deliver wealth management guidance to high-performing individuals, business owners, financial professionals and members of the real estate community. I take a white-glove and curated approach to integrate a full breadth of sophisticated elements that add value across their financial lives. My focus is on helping clients transform their success into sustainable legacies. I serve as a dedicated point of access to address their needs for planning, banking, lending, investments and many other complexities of significant wealth. I am particularly interested in helping business owners through pre- and post-liquidity planning, tax mitigation and asset diversification. I believe in the power of being straightforward and honest, and I tell clients what they need to hear. “J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. Bank deposit accounts, such as checking, savings and bank lending, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. 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. JPMorgan Chase & Co. does not practice law, and does not give tax, accounting or legal advice. We are available to consult with you and your legal and tax advisors as you move forward with your planning. 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. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.