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Your Institutional Wealth Partner

Through our active involvement within our own communities in conjunction with our wealth management expertise, my team and I are optimally positioned to serve as your informed institutional wealth partner.

I understand what it takes to navigate the unique challenges and opportunities facing your institutional wealth.


Serving as Your Fiduciary Partner, I Can Assist You With:

  • Creation and implementation of an Investment Policy Statement

  • Provide multi-scenario projections to determine optimal balance of risk and return needed

  • Management of all custodial issues (including account set up, transfers, disbursements, etc.)

  • Committee presentations for meetings as needed

  • And more…