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Experience

As a partner in our wealth management practice, I help my clients build, preserve, and maximize their wealth. Serving as a personal CFO to individuals, families, and family offices, I provide comprehensive solutions which consider the numerous aspects of wealth accumulation, as well as its effects on business and family. I have expertise in individual income taxation, estate planning, family office services, personal financial planning, and family financial counseling. My clients are predominantly high-net-worth individuals, most of whom are business executives, entrepreneurs, and families.
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Specializes In

My wife and I remodeled and added an addition to our home. Starting with my dad’s design plans, we pounded every nail and did almost everything ourselves. I find physical labor is a relaxing break from sitting in an office.

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