Skip to Content

Experience

High-net-worth individuals and families turn to my advice and customized, comprehensive wealth planning strategies. My nearly 10 years of experience includes investment consulting, personal financial planning, and estate and income tax planning.

View More of Myranda's Experience

Specializes In

I love to travel, especially if I can explore unfamiliar places while having the opportunity to use my Spanish-speaking skills.

Additional Thoughts

Tax reform and 2018 year-end tax planning strategies for individuals
Jerry Jonckheere
Webinar November 29, 2018 60 minute watch
What donors need to know about tax reform
Karen Cady Wealth Management
Article November 26, 2018 1 min read
Have you outgrown your tax preparer?
Karen Cady Wealth Management
Article October 12, 2018 1 min read
Opportunity zones offer tax incentives to impact investors
Valerie Grunduski
Article September 26, 2018 3 min read