As a Senior Vice President and Private Client Advisor with Bank of America Private Bank, I partner with ultra‑high‑net‑worth individuals and families—primarily business owners, real estate investors, and media and content entrepreneurs who want clarity and confidence when creating and managing complex wealth.
I lead a multidisciplinary team that delivers an integrated approach to wealth management. That includes investment management, sophisticated credit and liquidity strategies, tax‑aware planning, business transition support, and legacy and philanthropic planning—all aligned to a client’s long‑term goals.
With over 30 years of experience in private banking and commercial finance, I bring particular depth in working with complex and illiquid assets. My background includes innovative financing solutions for residential and commercial real estate, operating businesses, aircraft, yachts, and art collections. I feel that clients value the exceptional Team of professionals I surround them with: our service and dedication, our ability to see the full balance sheet, anticipate challenges, and coordinate appropriate solutions across disciplines.
My role is not just to provide advice, but to simplify decision‑making. I help clients bring structure to complexity so they can focus on what matters most — growing their businesses, supporting their families, and enjoying life.
I work with clients throughout Arizona, the Southwest, and California, and I am deeply committed to service—both professionally and in the community. I am an active alumnus of Arizona State University’s W. P. Carey School of Business and enjoy mentoring students and supporting educational initiatives.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan future growth, our commitment is to make your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.