Before practicing as an attorney, I worked in greater Boston, MA and in Washington, DC in certified public accounting firms and currently hold my CPA license. I joined my law firm in 1998 and have been practicing and advising business owners and individuals ever since. In 2015, I graduated from the University of Alabama with my Master of Laws (LL.M.) in Business Transactions. In 2018, I became certified as an exit planning advisor by the Exit Planning Institute to better serve and assist my business clients.
I focus my practice areas in working with business owners and their advisors to create an optimal business with transferable value. In doing so, I assist business owners develop a business that will be optimal when they desire to exit their business. This allows the business owner to exit the business on their timeline and on their terms.
I also help business owners and individuals develop estate plans that will accomplish their goals in transferring their assets to their loved ones. For business owners especially, it is important that there estate plan considers their business operations.
- University of Alabama School of Law
- LL.M. (2015) | Business Transactions
- Honors: Suma Cum Laude
- Western New England University School of Law
- J.D. (1997)
- Western New England College
- B.A. (1990) | Accounting
- Certified Public Accountant
- Virginia Board of Accountancy
- Certified Exit Planning Advisor
- Exit Planning Institute
- Credit Cards Accepted
- Rates, Retainers and Additional Information
Whenever possible I will provide a maximum fee on the engagement.
- Business Law
- Tax Law
- Estate Planning
- Business Advisory and Exit Planning