I am an estate planning and wealth transfer specialist in the wealth management practice. I am known for working with clients to create a comprehensive estate plan that will minimize taxes, preserve family wealth, and address potential future issues such as special needs beneficiaries, remarriage, and asset protection concerns.
I have over 14 years of experience providing a variety of consulting services to high-net-worth clients. I specialize in advanced wealth transfer techniques, estate and gift tax planning and compliance, and planning for retirement benefits.
I hold a B.S.B.A. in finance from Bowling Green State University with a concentration in personal financial planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
