As a partner in our wealth management practice, I provide comprehensive solutions that help high-net- worth individuals and families build, preserve, and transfer wealth as tax efficiently as possible. I have expertise in wealth advisory, wealth transfer planning, income tax planning, financial planning, and charitable/philanthropic planning. Many of my clients are business executives, entrepreneurs, and multigenerational family business owners.
Experience
Specializes In
I love doing projects around the house — installing a sprinkler system, electrical work, or anything that involves learning how things work.