Throughout my career, I've built enduring relationships with successful business owners, CEOs, managing directors and other senior-level executives at media companies, Bank of America and other financial firms, senior partners at law firms, physicians, artists, entertainers, owners of sports teams, family offices, art galleries, foundations and endowments.To address each client's needs and nuances, I deliver a sophisticated suite of financial strategies commensurate with the opportunities and challenges they face. On a regular basis, I reach for the expertise and specialized skills of my colleagues at Bank of America Private Bank – blending the wisdom of our experiences into defined strategies that are customized for each client. Working as a team, we are fully capable of serving clients as their situations and aspirations evolve – regardless of their complexity.With many founders and business owners looking to sell their enterprises in the short- or long-term, I have developed a strong competency in serving them "up to and through" key liquidity events. Given the dynamics of their entrepreneurial lifestyle, my approach is highly proactive. Rather than wait for clients to encounter situations that can be foreseen, I stand behind them by getting out in front of important decisions. This allows me to present thoughtful recommendations with sufficient time for clients to decide how to proceed.For many corporate executives, I help them access cash – especially important when cash flow is uneven (due to compensation structures that may include lump sum payments, profit sharing and/or restricted stock).I also coordinate with clients' CPAs and attorneys to deliver a synergistic approach to wealth management. In addition to calling upon our firm's trust professionals for their knowledge, I provide clients with access to Bank of America, N.A. for residential lending (including custom and construction loans), refinancing, securities-based and commercial lending, as well as yacht and jet leasing services.It's personally gratifying to help optimize clients' wealth and wellbeing – as it moves across stages of their careers and generations. Working with their children is an opportunity for me to educate and explain the responsibilities of inheriting and managing wealth. I am here to position clients for desired outcomes – the kind that bring financial and emotional fulfillment.*NMLS ID 579713