Experience
I advise individuals, business owners, and family offices on how to preserve and transition wealth in a way that reflects what matters most to them. An estate plan is the playbook for how a lifetime of work is passed on and, when designed thoughtfully, can position future generations and charitable beneficiaries for success.
I help clients make practical decisions around how their wealth is structured, shared, and sustained across generations, taking into account family dynamics, governance, and tax planning. Much of my work includes strategies to transfer wealth during life — allowing clients to see the impact of their planning, support loved ones and causes they care about, and reduce taxes along the way. Clients rely on me to simplify complex situations and provide clear, straightforward guidance so they can move forward with confidence.
I also lead the firm’s gift tax return practice and serve on The Ohio State University Estate & Gift Planning Professional Advisory Council. I graduated with a B.S.B.A. in finance and a minor in entrepreneurship from The Ohio State University and hold a J.D. and MTax from the University of Akron.
Outside of work, I enjoy spending time with my wife and daughter and our collie, Mikey.