Tell me about the types of clients you work with.
I work with wealthy individuals and families, as well as mission-driven charitable and community organizations.
While each client’s situation is unique, many begin our relationship around a transition point such as the sale of a business, receipt and navigation of significant non-cash compensation (stock options, etc.), divorce or retirement, or in the case of nonprofit clients, receipt of a transformative gift, or a rethinking of priorities and investment policy.
My role is to help clients build out the appropriate team, financial infrastructure, and make decisions that increase their likelihood of long-term success. Just as important, I help my clients stay disciplined and grounded when markets are volatile, or circumstances challenge us.
What’s the best way for people to put their wealth in perspective?
Every family and organization is different. Developing a vision for the “purpose” of a pool of wealth is critical to the decisions that come next. Money is a tool—it can remove obstacles, and it can serve as the means to do more. The critical starting question is, “what role do you want it to play?”
Which personal accomplishment makes you proudest?
For me, life is about community—human relationships, bridges built, impact achieved. While I value many professional accomplishments, my greatest pride comes from my role as a parent. My two children remind me every day to keep all the other stuff in perspective!