With nearly 40 years of experience in investment management, I’ve spent my career helping clients make sound, informed decisions about their wealth. I specialize in guiding widows, families, and multi-generational households through the complexities of investing, estate transitions, and long-term financial planning.
As a founding partner of Eagle Legacy Wealth, I’m proud to help lead a firm built on clarity, discipline, and care. My role allows me to take direct responsibility for my clients’ investment strategies, designing and overseeing portfolios that are built to last across generations. Whether navigating a life transition or preparing a family legacy, I aim to be a steady, experienced voice clients can count on.
Throughout my career, I’ve held senior leadership roles at firms including A.G. Edwards, PaineWebber, Raymond James, Stifel, and Ameriprise Financial. I’m an active member of the Stanford Alumni Association, and my passion for history and financial markets often informs the way I think about risk, strategy, and legacy.
Outside of the office, I enjoy cycling, studying political and economic history, and spending time outdoors with my family. Whether I’m managing a portfolio or mapping out a multi-generational strategy, I remain committed to helping clients feel informed, empowered, and cared for on every financial decision.