Bio
I serve as the outsourced risk management partner for leading wealth management firms and family offices. Marsh Private Client Services provides custom, strategic, and comprehensive personal insurance solutions for successful families and business owners.
Affluent families use sophisticated investment, trust and estate-planning strategies to preserve their wealth for future generations, yet they are often ill-prepared for the possibility of a lawsuit, property damage or loss of valuable possessions—risks that can deal a bigger financial setback in the long run than a bear-market decline in their portfolio.
It is my purpose and my passion to help my clients protect what matters most by providing expert insurance counsel and risk management solutions.