I currently live in Scottsdale, AZ with my wife, Tracy and three daughters. I am passionate about working closely with ultra-high net worth individuals, families, and business owners throughout the United States to keep clients priorities front and center-while maintaining a focus on the market. My team and I provide a different approach to wealth management. We offer clients a breadth of strategies that encompass: Investment/risk management Trust & estate planning services through Bank of America Private Bank Concentrated stock strategies Credit/lending through Bank of America Insurance Access to family office services and private banking Alternative investments Philanthropy In a complicated world & changing markets we will work to help you stay on track-- regardless of what the markets are doing. Having investment insights & advice from one of the world's most respected wealth management firms, makes it possible for us to help you pursue your goals. I hope to connect with individuals, families, & other professional advisors (tax/legal) to discuss more about the strategy, service, & coordination our group can provide. *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S.