He serves a wide variety of families, specializing in asset allocation and high-level estate planning strategies.

Brooke focuses on partnering with mid-to-late career professional women and couples navigating a personal or financial transition. She specializes in charitable and family gifting strategy, executive and senior leader compensation and benefits, post-transition financial strategy, and values-based planning.

Eric has a passion for people, which he channels by helping Lido’s clients and his team members live their best lives personally and professionally. He uses his experience and skillset to advocate and support the Lido team, so they can in turn help families achieve their goals and objectives.

John’s conversations with families help him understand what is important to them, so he can develop strategies and plans to help achieve their goals. He has experience with public and private investments, proactive gifting and sophisticated estate planning, private business transitions, and multi-generational communication and education.

Matt works with families to manage their financial planning and personalize investment strategies. He enjoys building relationships with his clients while applying his skills to aid in making their lives easier and more enjoyable.

Patrick provides customized investment, planning, and family-office solutions for high net-worth families, entrepreneurs, executives, nonprofits, and athletes.

Paul leverages experienced insights to provide customized wealth planning and portfolio management. He is passionate about seeking the best possible outcome for his clients. He believes the “defined outcome” approach to investing may help his clients feel secure no matter which way the markets are going.

Todd specializes in working with family business owners and company executives to coordinate and integrate their investment, estate, insurance, and financial plans.

Tyler works with advisors to provide exceptional service, from new client onboarding to alternative investment requests.