I have a proven track record of sharing strategic advice to clients who are interested in growing and sustaining their wealth across generations. My clients appreciate my ability to advise on complex personal balance sheet management, structure estate plans and gifting strategies, and provide thoughtful guidance on investing. I particularly enjoy developing plans for families designed to deliver complex strategies in a manner that is visual, engaging, and actionable. Most often, I find myself working with private business owners, c-suite executives, or individuals who are new to wealth… Private Business Owners face certain challenges as personal and business balance sheets often blend together, hold the majority of their net worth in their company, and may struggle with how/when to ultimately exit their company. C-suite executives within public companies face their own unique challenges. Executives face concentration risk, the ongoing management of options rosters, and require thoughtful planning specific to liquidity needs. Many clients that are “new to wealth” (such as next generation wealth, entrepreneurs, or newly promoted executives) have had little exposure to Private Wealth Management/Private Banking. It can be paralyzing to try to navigate the path alone to create an estate plan, choose an investment allocation, know when/how to utilize debt, etc. I work to simplify the complex financial lives of my clients and create comfort in making difficult financial decisions. I've been lucky to work with wonderful families over the years and am proud of the accomplishments that we have achieved together.