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Experience

I provide comprehensive financial planning and investment advisory services to high-net-worth and ultra-high-net-worth individuals and families, many of whom are current or retired business owners. My areas of expertise include investment consulting, estate planning, and income tax planning for individuals primarily related to investment or employee stock option planning.
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I have an uncanny knack for recalling movie lines and lyrics to a broad array of songs, which more than one person has described as a "gross misallocation of brain cells."

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