As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2001. I help clients succeed by assessing their complex financial picture and then working with internal bank wealth specialists and external resources for the best solutions. We have a unique ability to view both business and personal balance sheets and then coordinating with the client and their other advisors on the most appropriate strategies.
I live in Scottsdale, and serve clients in Scottsdale, Paradise Valley and Phoenix. I enjoy being active in my community. I'm a member of the University of Washington Alumni Association and a frequent contributor to multiple charitable organizations and animal rescue groups locally and nationally. Within the business community, I have an extensive network spanning multiple industries and areas of expertise. As a frequent public speaker, I'm very knowledgeable, speaking on a variety of topics concerning wealth management and financial services. Outside of work, I enjoy spending time with my family, dogs, friends, traveling and golfing. I've traveled the world extensively and thoroughly enjoy learning about and experiencing other cultures.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.