As a Certified Exit Planning Advisor (CEPA) at J.P. Morgan, I am passionate about helping business owners design and implement outcome-driven exit strategies that reflect their unique vision and goals. Leveraging the unparalleled strength and resources of J.P. Morgan, I combine world-class institutional capabilities with my personal wealth planning expertise to deliver tailored solutions at every stage of the exit process.

My approach is collaborative and holistic. I lead a dedicated team of specialists, including attorneys, CPAs, and CFAs, who work seamlessly together to protect what you’ve built and position your wealth for future growth. From structuring the exit to navigating complex tax considerations, we focus on maximizing value, minimizing risk, and ensuring your legacy endures.

After a liquidity event, I utilize best-in-class solutions to help you manage and grow your wealth tax-efficiently, always with an eye on risk and long-term objectives. My goal is to provide clarity, confidence, and peace of mind as you transition to your next chapter.

Whether you’re planning years in advance or considering options today, I am committed to being your trusted partner helping you achieve the outcomes that matter most to you and your family.