I work with high net worth individuals and their families to provide professional fiduciary guidance that eases the family’s burden of administering their wealth. As a trust officer, I get the incredible opportunity to work with various generations, from parents on through grandchildren and great-grandchildren. My expertise includes trust administration, estate planning, and tax and investment planning services.
To me, there is no greater television show than Seinfeld. I have seen each episode more than I care to admit. “The Opposite” is my favorite episode because, for once, everything goes right for George.