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My Story

My team and I serve a broad range of private clients including trailblazers in entertainment, technology and digital fields - offering comprehensive financial planning and wealth management. Additionally, we are entrusted by numerous private, non-profit and philanthropic organizations to provide financial consulting services.

I have twice been named a ‘Top-100 Financial Advisor’ by Investopedia, honored as one of the top financial advisors under 40 by American Bankers Association, and I was a contributing writer for New York Foundation for the Arts book, ‘The Profitable Artist 2.0,’ penning three chapters focusing on personal finance for creatives. I have been featured in Forbes, Barron's, US News & World Report, Investopedia, Business Insider and more.

I am a dedicated member of We Are All Music Foundation (WAAM) which provides meaningful support to the most impactful nonprofit organizations that use the power of music to improve lives and benefit society, Janie’s Fund, a philanthropic initiative created by Steven Tyler in partnership with Youth Villages to bring hope and healing to girls who have suffered the trauma of abuse and neglect and Little St. Nick Foundation which helps ill children cope with their pain, fear and isolation through entertainment, education and activities.


If you or a client are interested in a free consultation, please contact me.


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