After two decades of experience in the private wealth management field, my greatest motivation comes from meeting with clients one on one and finding solutions for their financial goals and concerns.
As a Senior Wealth Advisor at MAI Capital Management, I take pride in helping investors bridge ...
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After two decades of experience in the private wealth management field, my greatest motivation comes from meeting with clients one on one and finding solutions for their financial goals and concerns.
As a Senior Wealth Advisor at MAI Capital Management, I take pride in helping investors bridge the gap from where they stand today to reach their financial goals of tomorrow. As fiduciaries, we provide unbiased advice for the large and small financial decisions faced by C-suite executives, business owners and high net worth individuals and their families. As a MAI Capital Management client, you will enjoy the sum of the team’s talents in strategic wealth planning, investment management, and personal finance education over a lifetime, from optimizing your retirement savings to creating a legacy for generations to come.
I have special expertise in:
‣Financial planning and wealth management for executives of both small and large corporations.
‣Tax-efficient diversification of concentrated stock positions.
‣Restricted Stock Units/Awards.
‣NQ and ISO option exercise strategies.
‣NUA distribution technique from employer savings plans.
‣Working closely with tax professionals and attorneys to create a cohesive strategy to serve my clients.
‣Customized tax efficient portfolio strategies designed to fit each client’s individual situation.
‣Planning solutions for major liquidity events.
‣Legacy planning strategies.
‣Fixed income, equity and options trading.
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