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Experience

I provide financial advisory services to closely-held business owners and private equity professionals. My work entails partnering with clients to craft personal financial strategy, collaborate with their suite of advisors, proactively look for planning opportunities, and oversee day to day execution of their financial and investment strategy. 

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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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