About

As an Executive Director and Banker at J.P. Morgan Private Bank, I work with successful individuals and families along their wealth journey, from executives and tech professionals to commercial/residential real estate developers & investors, and members of the hospitality industry. I am a conduit to the intellectual strength of one of the world’s premier financial institutions to help clients create, grow and transform their wealth into a generational legacy.

I understand the concentrated nature of many of my clients’ portfolios and dive deep to evaluate the challenges of their complex balance sheets. I tap the firm's specialists to present recommendations that facilitate liquidity and address individuals’ desire for investing, asset acquisition, wealth planning, philanthropy and other strategic goals. 

I am known for my relationship-driven approach and trustworthy demeanor, which fosters a sense of confidence and loyalty. I genuinely desire to help clients pursue their aspirations and educate the entire family on best practices for targeting positive outcomes.