I currently live in Scottsdale, AZ with my wife, Tracy and three daughters. I am passionate about working closely with ultra-high net worth individuals, families, and business owners throughout the United States to keep clients priorities front and center—while maintaining a focus on the market.

My team and I provide a different approach to wealth management. We offer clients a breadth of strategies that encompass:

· Investment/risk management
· Trust & estate planning services
· Concentrated stock strategies
· Credit/lending through Bank of America
· Insurance
· Access to family office services and private banking
· Alternative investments
· Philanthropy

In a complicated world & changing markets we will work to help you stay on track-- regardless of what the markets are doing. Having investment insights & advice from one of the world’s most respected wealth management firms, makes it possible for us to help you pursue your goals.

I hope to connect with individuals, families, & their other professional advisors (tax/legal) to discuss more about the strategy, service, & coordination our group can provide.



*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.