About

As a Principal with EPIC's Private Client Division, I advise affluent families, executives, concierge physicians, professional athletes, and their trusted advisors on complex personal insurance and risk management matters.

Specializing in high-value homes, coastal properties, luxury auto collections, yachts, fine art, collectibles, and personal liability protection, I work to ensure clients have strategies that align with their lifestyle, wealth, and long-term objectives.

Based in Sarasota, I serve clients nationwide and frequently collaborate with wealth advisors, estate planning attorneys, CPAs, and luxury real estate professionals to deliver comprehensive risk management solutions for high net worth and ultra-high net worth families.