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Experience

I serve as a CFO to individuals, families, and family offices in order to solve complex financial problems that ensure their future financial stability. Specializing in wealth management, investment consulting, estate planning, wealth transfer, tax, insurance, and trust, I coordinate custom strategies that lead to well-designed financial plans. 

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I’m an avid golfer and on a quest to play all the top 100 golf courses in the United States. Currently, I’m close to 60.

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