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Experience

I provide holistic, unbiased advice to high-net-worth individuals and families. My specialty is clients who have owned closely held businesses and are transitioning their wealth from private holdings to a more diversified balance sheet.
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In kindergarten, my now-wife gave me a stick-figure picture of me, her, and a little girl with her phone number on it, which my parents actually kept over the years. Fast forward many years, and that picture came to life!

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