The Team Behind the Work
When you work with me, you're not working alone. You get me as your advisor, with the depth of Farther's platform behind you. The specialists described below are part of that platform, and I bring them in when your situation calls for it.
Your Point of Contact
I've spent my career helping families through financial transitions: divorce, loss of a spouse, inheritance, forced retirement, and the hard decisions that come with each. I also work with nonprofit boards and institutional committees on investment oversight and fiduciary governance.
Investment Strategy
A CFA-credentialed strategist with over a decade managing complex portfolios as both a CIO and Due Diligence Officer, spanning equities, fixed income, and alternatives.
Institutional & Nonprofit
- Former TIAA-Nuveen Co-Portfolio Manager, 20+ years in asset management, Stanford MBA. Sits on the investment committees of the University of Hawaii Foundation and the Honolulu Museum of Art.
- Licensed attorney (FL and NY Bar), co-founded a fintech platform acquired in 2019. 15+ years advising organizations on fiduciary stewardship.
Trust & Estate Planning
A JD with a Master of Laws in Taxation handling trust structuring, complex beneficiary planning, and grantor trust strategies.
Advisor Strategy
A CFP and CEPA with nearly two decades bridging fintech innovation and real-world planning. Frequent conference speaker translating regulatory and market shifts into actionable strategy.
Behind them, a dedicated operations team handles much of the administrative and workflow complexity, paperwork, scheduling, transfers, and follow-through, so I can spend more of my time in planning conversations and proactive outreach with you.
Clients Nationwide
I work with families and institutions across the country. Most of my relationships start with a phone call or a video meeting, not a handshake. Hover over a state to explore.
Arizona · California · Nevada · Utah · Colorado · Oregon · Washington · Idaho · Hawaii · Texas · Illinois · Tennessee · Florida · South Carolina · New York · New Jersey
Ready When You Are.
Independent. Fiduciary. No corporate mandates, no product quotas. Serving families and institutions nationwide.