I work closely with families, owners of closely-held businesses, and charitable organizations. I strive to foster close personal relationships with my clients so that I can better understand their needs and investment goals, and ultimately help bring clarity to their financial lives. My clients value Westmount’s pursuit of unique and innovative investment opportunities, without conflict or bias, and access to state-of-the-art financial planning tools. Additionally, as a Partner of the firm, I help drive Westmount's overall vision and strategy. I joined Westmount in 2007 because of its solid and widely recognized reputation in the wealth management industry and the team of high caliber tal