Marsh Agency

About

In my role as Vice President for Private Client Insurance, my responsibilities extend beyond merely placing coverage. I create protection strategies that align insurance with the broader wealth management ecosystem, seamlessly integrating with family offices, estate attorneys, and investment advisors to maintain lifestyle, legacy, and liquidity.

With over two decades of experience navigating California’s intricate high-value market, I assist clients and advisors in the following ways:

    •    Identifying and mitigating sophisticated risk exposures
    •    Aligning protection with changing family structures and generational transitions
    •    Safeguarding passion assets within a coherent wealth strategy

If you are a family office, advisor, or collector looking for customized, strategic protection for a well-lived modern life, let’s connect

In my role as a Vice President at Marsh Agency, Private Client Services in Southern California, I collaborate closely with affluent individuals, modern collectors, and multi-generational family offices to protect what is most important. This includes luxury estates, art collections, rare vehicles, and heirloom jewlery that represent personal heritage.

With over two decades of experience in California, my responsibilities extend beyond merely placing coverage. I create protection strategies that align insurance with the broader wealth management ecosystem, seamlessly integrating with family offices, estate attorneys, and investment advisors to maintain lifestyle, legacy, and liquidity.

If you are a family office, advisor, or collector looking for a customized, strategic protection plan for a well lived modern life, let’s connect.