My path to the world of high finance was an improbable one: my first career was as a concert pianist, earning Performance degrees at the University of Nebraska at Omaha and the Cleveland Institute of Music. Entering the financial services industry in the mid-1980s, my analytical bent honed as a musician adapted well to gaining proficiency in the financial markets and solving for the needs and aspirations of my investor clients. That work has become my lifes calling, with many client relationships now extending to the second and third generations of families I serve. 