I have worked with wealthy individuals, families, executors and trustees for over 25 years. I use my extensive experience to help clients identify and accomplish their estate planning goals through a holistic wealth planning approach that is highly integrated with our wealth management services.

My practice is focused on providing customized planning advice to ultra-high net worth clients, closely held business owners and family offices. I routinely advise multi-generational families and business owners on tax, estate and wealth transfer planning strategies, many of which are connected to complex transactions. I take a long view of wealth preservation and wealth transfer planning that incorporates each family’s core set of values and helps them achieve their goals in a tax efficient manner.

My clients appreciate my attention to detail, collaborative approach, easy going nature and strong listening skills.