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Experience

I help high-net-worth and ultra-high-net-worth business owners and individuals review and create their estate, insurance, and business succession planning strategies while navigating the tax considerations associated with each step.
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Specializes In

When I was in college, I was a manager for one of the companies that offers college students' services to paint homes. As a result, I've painted the entire exterior of our house and most of the interior.

Additional Thoughts

Ensure your estate plan accomplishes your post-tax reform goals
Watch this video to learn more about ensuring your estate plan accomplishes your goals in the post-tax reform environment.
Mark Meyers Wealth Management
Video February 06, 2018 5 min watch