Greater Chicago Area
I work with business owners and multi-generational families to bring structure and clarity to complex financial lives. Drawing on more than 30 years of experience, I coordinate across advisors and provide proactive oversight to ensure that every aspect of a client’s financial picture is aligned and working together. My approach is disciplined and analytical, grounded in a clear accountability framework that drives follow-through and consistency. I focus on simplifying complexity. This allows my clients to make informed decisions with confidence and maintain a clear line of sight across competing priorities, family dynamics, and long-term objectives. At the center of my work is a commitment to making clients’ lives easier. By introducing structure, maintaining oversight, and ensuring accountability, I help create an environment where decisions are organized, execution is reliable, and outcomes are intentional. The result is clarity, control, and lasting peace of mind.
Trust, investment, lending and advisor services to a limited number of ultra high net worth families.
Trustee, Chair of Board Development Committee and member of Grants Committee and Audit Committee
J.P. Morgan Private Bank Private wealth management services to high and ultra high net worth business owners, corporate executives and their families. Banker/Client Advisor Responsible for managing all aspects of high and ultra-high net worth client relationships and developing new clients. Market Manager Responsible for Private Bank's Chicago West market.