Founder and Managing Partner of Third View Private Wealth. Girl dad.

I work with high-net-worth and ultra-high-net-worth individuals and families to help them make clear, durable decisions around wealth, including investments, taxes, estate planning, philanthropy, and the human dynamics that sit underneath all of it.

 

Over my career, I have advised entrepreneurs, executives, multigenerational families, and professional athletes, often at moments of transition such as liquidity events, business sales, career inflection points, and generational handoffs. Today, through Third View Private Wealth, we implement an “outsourced family office” model, designed to deliver institutional-quality thinking with a deeply personal approach, grounded in preparation, perspective, and long-term alignment.