About

I work with first and second-generation wealth creators-mainly founders, executives, and professionals – who want a long-term partner, not just a money manager. Most are dealing with complex decisions around equity, taxes, or legacy, and they care about doing things the right way – for their families and their future. My role is to simplify the financial side, provide clarity, and help them make confident decisions that align with what matters most. It’s personal, strategic, and built to last.