Corporate Executives

Helping executives manage their financial success

As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. Working together, I strive to guide you on the straightest path to your financial objectives.

Between the demands of leading your company and the complex nature of your personal finances, it's only natural to want to ensure your assets are in order and working as hard as you do. So, I've employed an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances.

I understand the challenges you face, such as addressing concentrated stock positions and developing strategies designed to address your family's goals and your desired legacy. My experience extends to a variety of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock. I offer personalized guidance on these important issues and more – allowing you to focus on what matters most.

Services Available Through Stifel