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Experience

As a consultant in our high-net-worth and ultra-high-net-worth practices, I specialize in providing holistic wealth management services to individuals and families, many of whom are current or former business owners. 

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One of my life goals is play each of the “Top 100 Golf Courses You Can Play” in the United States. I’m currently at seven out of 100 — I have a long way to go.

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